+40,257.2%
ADI vs ED
+2,476.3%
+37,781.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -6.3% | +2.1% | -8.4% | -7.0% |
| 30D | -3.2% | +12.4% | -15.6% | -6.6% |
| 3M | +2.8% | +13.1% | -10.4% | -1.2% |
| 6M | -5.0% | +14.1% | -19.1% | -9.3% |
| YTD | +46.3% | +23.1% | +23.3% | +36.4% |
| 1Y | +71.6% | +25.4% | +46.2% | +58.8% |
| 3Y | +139.2% | +47.9% | +91.3% | +105.9% |
| 5Y | +136.4% | +81.9% | +54.5% | +88.5% |
| 10Y | +636.2% | +141.3% | +495.0% | +416.2% |
| All | +40,257.2% | +2,476.3% | +37,781.0% | +11,802.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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