+280.6%
ADI vs DOW
-15.8%
+296.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.9% |
| 7D | +0.4% | -2.4% | +2.8% | +1.4% |
| 30D | -3.8% | +0.4% | -4.2% | -4.4% |
| 3M | -15.3% | -14.4% | -0.9% | -10.5% |
| 6M | +6.7% | -7.0% | +13.7% | +5.4% |
| YTD | +34.8% | +30.2% | +4.6% | +11.7% |
| 1Y | +49.0% | +29.2% | +19.8% | +22.3% |
| 3Y | +108.1% | -36.7% | +144.8% | +137.9% |
| 5Y | +142.4% | -37.7% | +180.1% | +175.0% |
| All | +280.6% | -15.8% | +296.4% | +200.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling