+135.1%
ADI vs EAT
+310.8%
-175.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.3% |
| 7D | +2.6% | -6.8% | +9.4% | +4.3% |
| 30D | -4.6% | -5.4% | +0.8% | -3.7% |
| 3M | -9.5% | +42.8% | -52.2% | -17.8% |
| 6M | +14.8% | +56.5% | -41.7% | +0.9% |
| YTD | +35.8% | +50.0% | -14.2% | +20.0% |
| 1Y | +48.9% | +38.3% | +10.7% | +33.5% |
| 3Y | +115.6% | +591.6% | -476.1% | +20.1% |
| 5Y | +135.1% | +312.6% | -177.5% | +35.0% |
| All | +135.1% | +310.8% | -175.7% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling