+579.4%
ADI vs DOC
+15.7%
+563.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -12.8% | +6.5% | -19.3% | -14.8% |
| 30D | -11.3% | +9.2% | -20.5% | -14.4% |
| 3M | -3.4% | -2.5% | -0.9% | -2.8% |
| 6M | -12.0% | +7.1% | -19.1% | -15.1% |
| YTD | +35.3% | +33.0% | +2.3% | +18.9% |
| 1Y | +58.1% | +23.3% | +34.8% | +43.0% |
| 3Y | +127.4% | +44.9% | +82.4% | +90.6% |
| 5Y | +114.6% | -21.6% | +136.2% | +124.9% |
| All | +579.4% | +15.7% | +563.7% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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