+636.4%
ADI vs COO
+36.7%
+599.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.2% | +6.7% | +3.6% |
| 7D | +2.6% | -9.0% | +11.6% | +7.3% |
| 30D | -4.6% | -16.8% | +12.2% | +4.1% |
| 3M | -9.5% | -7.5% | -2.0% | -7.1% |
| 6M | +14.8% | -16.3% | +31.1% | +23.3% |
| YTD | +35.8% | -22.5% | +58.4% | +52.0% |
| 1Y | +48.9% | -7.0% | +55.9% | +50.4% |
| 3Y | +115.6% | -27.5% | +143.0% | +137.8% |
| 5Y | +135.1% | -43.3% | +178.4% | +193.6% |
| 10Y | +636.4% | +37.6% | +598.9% | +498.7% |
| All | +636.4% | +36.7% | +599.7% | +498.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling