+114.5%
ADI vs EAT
+612.9%
-498.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.6% | +0.9% |
| 7D | +2.4% | -4.9% | +7.4% | +3.5% |
| 30D | -6.6% | -1.2% | -5.4% | -6.6% |
| 3M | -9.8% | +52.2% | -62.0% | -18.3% |
| 6M | +15.7% | +65.0% | -49.4% | +2.1% |
| YTD | +35.1% | +55.0% | -19.9% | +20.3% |
| 1Y | +47.7% | +42.1% | +5.6% | +33.6% |
| 3Y | +114.5% | +614.7% | -500.3% | +31.5% |
| All | +114.5% | +612.9% | -498.4% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 3y: compounded portfolio wealth divided by compounded EAT 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…
3y analysis · Full analysis span regression · 6 months rolling