+318.1%
ADI vs DOW
-5.5%
+323.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.6% |
| 7D | +9.5% | +5.2% | +4.2% | +7.1% |
| 30D | -1.4% | +13.2% | -14.6% | -6.6% |
| 3M | +4.7% | +10.1% | -5.4% | -0.2% |
| 6M | -7.4% | -13.1% | +5.6% | -3.1% |
| YTD | +48.1% | +46.1% | +1.9% | +16.3% |
| 1Y | +69.6% | +50.0% | +19.6% | +31.2% |
| 3Y | +144.4% | -20.2% | +164.6% | +150.0% |
| 5Y | +134.1% | -27.7% | +161.8% | +148.4% |
| All | +318.1% | -5.5% | +323.6% | +213.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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