+636.4%
ADI vs EIX
+19.9%
+616.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.4% |
| 7D | +2.6% | +4.1% | -1.4% | +1.4% |
| 30D | -4.6% | -15.3% | +10.7% | -1.6% |
| 3M | -9.5% | -18.4% | +8.9% | -5.9% |
| 6M | +14.8% | -16.8% | +31.7% | +18.6% |
| YTD | +35.8% | -0.6% | +36.4% | +32.4% |
| 1Y | +48.9% | +10.7% | +38.3% | +40.0% |
| 3Y | +115.6% | -4.5% | +120.0% | +106.7% |
| 5Y | +135.1% | +24.0% | +111.1% | +105.1% |
| 10Y | +636.4% | +22.9% | +613.5% | +503.8% |
| All | +636.4% | +19.9% | +616.5% | +503.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling