+651.5%
ADI vs DRI
+353.8%
+297.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.7% | +4.4% |
| 7D | +4.6% | -3.2% | +7.8% | +5.8% |
| 30D | -1.2% | -7.8% | +6.6% | +1.6% |
| 3M | -7.8% | +0.4% | -8.2% | -8.4% |
| 6M | +19.3% | +4.8% | +14.5% | +16.4% |
| YTD | +40.9% | +16.7% | +24.2% | +31.7% |
| 1Y | +54.5% | +1.5% | +53.0% | +51.5% |
| 3Y | +123.4% | +56.3% | +67.2% | +85.3% |
| 5Y | +142.3% | +66.4% | +75.9% | +94.8% |
| All | +651.5% | +353.8% | +297.7% | +352.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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