+154.0%
ADI vs DOC
+43.5%
+110.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -4.1% |
| 7D | -5.1% | +8.7% | -13.9% | -7.3% |
| 30D | -3.1% | +7.6% | -10.7% | -5.2% |
| 3M | +7.1% | -5.3% | +12.4% | +8.7% |
| 6M | +2.9% | +27.6% | -24.7% | -6.6% |
| YTD | +51.1% | +32.4% | +18.7% | +34.3% |
| 1Y | +79.3% | +22.9% | +56.5% | +64.2% |
| All | +154.0% | +43.5% | +110.5% | +118.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling