+37,071.1%
ADI vs D
+2,347.4%
+34,723.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +0.4% | +1.5% | -1.0% | -0.1% |
| 30D | -3.8% | -2.6% | -1.2% | -2.9% |
| 3M | -15.3% | 0.0% | -15.3% | -15.4% |
| 6M | +6.7% | +7.4% | -0.7% | +3.5% |
| YTD | +34.8% | +15.9% | +18.9% | +27.1% |
| 1Y | +49.0% | +18.1% | +30.9% | +39.2% |
| 3Y | +108.1% | +58.4% | +49.7% | +70.6% |
| 5Y | +142.4% | +5.2% | +137.2% | +128.4% |
| 10Y | +589.9% | +35.9% | +554.1% | +466.7% |
| All | +37,071.1% | +2,347.4% | +34,723.7% | +8,043.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling