+624.2%
ADI vs BUD
-2.2%
+626.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.8% |
| 7D | -6.3% | +6.0% | -12.3% | -8.5% |
| 30D | -3.2% | +11.3% | -14.4% | -7.6% |
| 3M | +2.8% | +3.6% | -0.8% | +0.6% |
| 6M | -5.0% | +7.7% | -12.7% | -9.1% |
| YTD | +46.3% | +36.4% | +10.0% | +26.5% |
| 1Y | +71.6% | +37.8% | +33.8% | +47.6% |
| 3Y | +139.2% | +51.2% | +87.9% | +93.4% |
| 5Y | +136.4% | +53.4% | +83.0% | +86.7% |
| All | +624.2% | -2.2% | +626.4% | +498.1% |
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