+636.4%
ADI vs BUD
-24.2%
+660.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.4% |
| 7D | +2.6% | -1.3% | +3.9% | +3.1% |
| 30D | -4.6% | -6.1% | +1.5% | -2.3% |
| 3M | -9.5% | -3.8% | -5.7% | -8.6% |
| 6M | +14.8% | +8.2% | +6.7% | +10.1% |
| YTD | +35.8% | +23.6% | +12.2% | +23.0% |
| 1Y | +48.9% | +33.4% | +15.5% | +30.3% |
| 3Y | +115.6% | +45.3% | +70.2% | +77.7% |
| 5Y | +135.1% | +44.3% | +90.8% | +90.9% |
| 10Y | +636.4% | -22.8% | +659.2% | +540.5% |
| All | +636.4% | -24.2% | +660.6% | +540.5% |
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