+71.6%
ADI vs BURL
-13.7%
+85.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.3% |
| 7D | +13.4% | +0.4% | +12.9% | +13.3% |
| 30D | -1.3% | -4.3% | +3.0% | -0.7% |
| 3M | +6.8% | -28.8% | +35.6% | +10.7% |
| 6M | -1.9% | -12.8% | +10.9% | -0.2% |
| YTD | +52.3% | -12.8% | +65.1% | +58.3% |
| 1Y | +71.6% | -12.3% | +83.9% | +79.2% |
| All | +71.6% | -13.7% | +85.3% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling