+79.3%
ADI vs COMP
+23.8%
+55.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.7% | -11.0% | -4.0% |
| 7D | -5.1% | +9.5% | -14.6% | -6.1% |
| 30D | -3.1% | +8.1% | -11.1% | -4.0% |
| 3M | +7.1% | -16.3% | +23.5% | +8.8% |
| 6M | +2.9% | +42.2% | -39.3% | -3.3% |
| YTD | +51.1% | -5.0% | +56.1% | +45.4% |
| 1Y | +79.3% | +20.1% | +59.2% | +61.9% |
| All | +79.3% | +23.8% | +55.5% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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