+133.5%
ADI vs DOW
-36.5%
+170.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +2.6% | -6.0% | +8.6% | +4.9% |
| 30D | -4.6% | -2.7% | -1.9% | -3.9% |
| 3M | -9.5% | -10.5% | +1.0% | -6.6% |
| 6M | +14.8% | -12.4% | +27.3% | +16.3% |
| YTD | +35.8% | +30.0% | +5.8% | +12.1% |
| 1Y | +48.9% | +27.8% | +21.1% | +22.5% |
| 3Y | +115.6% | -34.9% | +150.5% | +147.6% |
| All | +133.5% | -36.5% | +170.0% | +167.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling