+127.4%
ADI vs D
+79.5%
+47.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | -12.8% | +3.0% | -15.8% | -13.0% |
| 30D | -11.3% | +11.5% | -22.8% | -12.2% |
| 3M | -3.4% | +3.7% | -7.1% | -3.5% |
| 6M | -12.0% | +13.5% | -25.6% | -13.3% |
| YTD | +35.3% | +20.7% | +14.5% | +32.3% |
| 1Y | +58.1% | +18.2% | +39.8% | +54.9% |
| 3Y | +127.4% | +73.3% | +54.0% | +107.2% |
| All | +127.4% | +79.5% | +47.8% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling