+2,334.3%
ADI vs BUD
+215.1%
+2,119.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +5.0% |
| 7D | +0.7% | +0.5% | +0.2% | +0.4% |
| 30D | +0.7% | +7.4% | -6.7% | -2.9% |
| 3M | +6.5% | +4.3% | +2.2% | +3.6% |
| 6M | -2.7% | +5.3% | -8.0% | -6.3% |
| YTD | +52.2% | +33.2% | +18.9% | +31.5% |
| 1Y | +77.5% | +31.8% | +45.7% | +54.0% |
| 3Y | +148.8% | +47.8% | +101.0% | +100.5% |
| 5Y | +142.9% | +50.2% | +92.7% | +91.1% |
| 10Y | +653.2% | -4.8% | +658.0% | +568.7% |
| All | +2,334.3% | +215.1% | +2,119.2% | +1,109.8% |
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