+2,055.6%
ADI vs BUD
+201.1%
+1,854.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.5% |
| 7D | +0.4% | +0.3% | +0.2% | +0.3% |
| 30D | -3.8% | -5.7% | +1.9% | -1.5% |
| 3M | -15.3% | +3.1% | -18.4% | -16.9% |
| 6M | +6.7% | +7.9% | -1.2% | +2.2% |
| YTD | +34.8% | +27.3% | +7.4% | +19.7% |
| 1Y | +49.0% | +37.8% | +11.2% | +27.5% |
| 3Y | +108.1% | +49.8% | +58.2% | +67.4% |
| 5Y | +142.4% | +43.8% | +98.6% | +95.0% |
| 10Y | +589.9% | -22.6% | +612.5% | +579.4% |
| All | +2,055.6% | +201.1% | +1,854.6% | +1,001.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling