+611.3%
ADI vs D
+35.9%
+575.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.4% | +0.8% | +1.7% | +2.2% |
| 30D | -6.6% | -0.7% | -5.8% | -6.4% |
| 3M | -9.8% | +2.1% | -11.9% | -10.4% |
| 6M | +15.7% | +6.8% | +8.8% | +13.1% |
| YTD | +35.1% | +16.5% | +18.6% | +28.7% |
| 1Y | +47.7% | +19.2% | +28.5% | +39.4% |
| 3Y | +114.5% | +61.9% | +52.6% | +80.6% |
| 5Y | +141.2% | +6.5% | +134.7% | +131.8% |
| 10Y | +611.3% | +35.3% | +576.0% | +538.7% |
| All | +611.3% | +35.9% | +575.5% | +538.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling