+279.5%
ADI vs DOW
-15.2%
+294.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.4% |
| 7D | +1.3% | -2.4% | +3.7% | +2.3% |
| 30D | -6.0% | -4.1% | -1.9% | -4.6% |
| 3M | -7.7% | -12.4% | +4.7% | -3.4% |
| 6M | +14.0% | -10.6% | +24.6% | +15.0% |
| YTD | +34.4% | +31.1% | +3.3% | +11.0% |
| 1Y | +48.0% | +30.5% | +17.4% | +21.0% |
| 3Y | +113.3% | -34.4% | +147.7% | +139.6% |
| 5Y | +131.1% | -35.5% | +166.6% | +157.9% |
| All | +279.5% | -15.2% | +294.7% | +199.0% |
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