+9,113.2%
ADI vs DRI
+8,033.5%
+1,079.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +13.4% | -0.3% | +13.7% | +13.5% |
| 30D | -1.3% | +10.8% | -12.2% | -4.5% |
| 3M | +6.8% | +0.9% | +5.9% | +6.0% |
| 6M | -1.9% | +16.3% | -18.2% | -7.3% |
| YTD | +52.3% | +27.8% | +24.5% | +39.4% |
| 1Y | +71.6% | +33.9% | +37.8% | +54.9% |
| 3Y | +148.9% | +67.2% | +81.7% | +107.7% |
| 5Y | +140.8% | +79.0% | +61.8% | +96.0% |
| 10Y | +653.6% | +332.2% | +321.4% | +334.2% |
| All | +9,113.2% | +8,033.5% | +1,079.8% | +2,249.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling