+79.3%
ADI vs EIX
+18.9%
+60.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -3.4% |
| 7D | -5.1% | +4.5% | -9.6% | -5.4% |
| 30D | -3.1% | +15.2% | -18.3% | -3.8% |
| 3M | +7.1% | -11.6% | +18.7% | +8.3% |
| 6M | +2.9% | -8.4% | +11.3% | +1.9% |
| YTD | +51.1% | +8.2% | +42.9% | +46.9% |
| 1Y | +79.3% | +16.6% | +62.7% | +73.0% |
| All | +79.3% | +18.9% | +60.4% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1y: compounded portfolio wealth divided by compounded EIX 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…
1y analysis · Full analysis span regression · 6 months rolling