+115.3%
ADI vs EFX
-12.7%
+128.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.0% |
| 7D | +2.6% | -9.4% | +12.0% | +5.1% |
| 30D | -4.6% | -6.9% | +2.3% | -3.3% |
| 3M | -9.5% | +0.1% | -9.6% | -11.0% |
| 6M | +14.8% | -17.3% | +32.2% | +20.5% |
| YTD | +35.8% | -21.8% | +57.6% | +44.6% |
| 1Y | +48.9% | -32.5% | +81.5% | +68.4% |
| All | +115.3% | -12.7% | +128.0% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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