+620.2%
ADI vs BUD
-2.1%
+622.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.2% |
| 7D | +9.5% | +1.0% | +8.5% | +9.0% |
| 30D | -1.4% | +6.7% | -8.1% | -4.4% |
| 3M | +4.7% | +5.7% | -1.0% | +1.6% |
| 6M | -7.4% | +5.8% | -13.2% | -10.8% |
| YTD | +48.1% | +34.4% | +13.7% | +28.6% |
| 1Y | +69.6% | +33.3% | +36.4% | +47.7% |
| 3Y | +144.4% | +48.8% | +95.6% | +98.5% |
| 5Y | +134.1% | +52.5% | +81.6% | +84.9% |
| All | +620.2% | -2.1% | +622.3% | +477.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling