+142.9%
ADI vs EAT
+362.5%
-219.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.2% | +3.3% |
| 7D | +0.7% | -8.9% | +9.6% | +3.0% |
| 30D | +0.7% | +3.4% | -2.7% | -0.4% |
| 3M | +6.5% | -9.3% | +15.8% | +8.0% |
| 6M | -2.7% | +43.8% | -46.4% | -12.9% |
| YTD | +52.2% | +39.9% | +12.3% | +35.6% |
| 1Y | +77.5% | +89.7% | -12.3% | +45.2% |
| 3Y | +148.8% | +491.3% | -342.5% | +41.4% |
| 5Y | +142.9% | +365.4% | -222.5% | +33.8% |
| All | +142.9% | +362.5% | -219.6% | +33.8% |
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