+141.2%
ADI vs DECK
+25.5%
+115.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.2% |
| 7D | +0.4% | -2.2% | +2.7% | +1.1% |
| 30D | -3.8% | -13.6% | +9.8% | +0.2% |
| 3M | -15.3% | -21.2% | +6.0% | -9.8% |
| 6M | +6.7% | -21.1% | +27.8% | +13.1% |
| YTD | +34.8% | -17.2% | +52.0% | +39.3% |
| 1Y | +49.0% | -30.7% | +79.8% | +61.7% |
| 3Y | +108.1% | -3.4% | +111.4% | +85.9% |
| All | +141.2% | +25.5% | +115.7% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling