+37,205.6%
ADI vs D
+2,450.0%
+34,755.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -12.8% | +3.0% | -15.8% | -13.8% |
| 30D | -11.3% | +11.5% | -22.8% | -14.9% |
| 3M | -3.4% | +3.7% | -7.1% | -4.9% |
| 6M | -12.0% | +13.5% | -25.6% | -16.5% |
| YTD | +35.3% | +20.7% | +14.5% | +25.3% |
| 1Y | +58.1% | +18.2% | +39.8% | +47.2% |
| 3Y | +127.4% | +73.3% | +54.0% | +80.3% |
| 5Y | +114.6% | +12.3% | +102.3% | +96.9% |
| 10Y | +589.3% | +43.4% | +546.0% | +453.5% |
| All | +37,205.6% | +2,450.0% | +34,755.6% | +7,925.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling