+1,525.3%
ADI vs BR
+1,286.0%
+239.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.7% | +1.5% |
| 7D | +2.4% | -5.9% | +8.4% | +5.5% |
| 30D | -6.6% | +1.9% | -8.5% | -7.8% |
| 3M | -9.8% | +14.7% | -24.5% | -16.9% |
| 6M | +15.7% | -12.8% | +28.4% | +21.0% |
| YTD | +35.1% | -23.0% | +58.2% | +49.8% |
| 1Y | +47.7% | -31.7% | +79.4% | +74.0% |
| 3Y | +114.5% | -4.8% | +119.2% | +110.8% |
| 5Y | +141.2% | +7.8% | +133.4% | +119.4% |
| 10Y | +611.3% | +184.1% | +427.2% | +298.5% |
| All | +1,525.3% | +1,286.0% | +239.4% | +342.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling