+79.3%
ADI vs EQT
-3.4%
+82.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -3.2% |
| 7D | -5.1% | -6.6% | +1.4% | -5.2% |
| 30D | -3.1% | +2.7% | -5.8% | -3.0% |
| 3M | +7.1% | -0.2% | +7.3% | +7.1% |
| 6M | +2.9% | -10.6% | +13.5% | +4.0% |
| YTD | +51.1% | -1.2% | +52.3% | +50.6% |
| 1Y | +79.3% | -4.9% | +84.2% | +80.6% |
| All | +79.3% | -3.4% | +82.8% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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