+114.5%
ADI vs BUD
+48.7%
+65.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | +2.4% | +0.8% | +1.7% | +2.3% |
| 30D | -6.6% | -4.8% | -1.8% | -5.6% |
| 3M | -9.8% | +1.4% | -11.2% | -10.5% |
| 6M | +15.7% | +9.9% | +5.8% | +11.8% |
| YTD | +35.1% | +26.3% | +8.8% | +25.7% |
| 1Y | +47.7% | +36.1% | +11.6% | +34.5% |
| 3Y | +114.5% | +48.6% | +65.9% | +87.9% |
| All | +114.5% | +48.7% | +65.8% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling