+113.1%
ADI vs EQT
+34.2%
+78.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.7% | -1.2% |
| 7D | +1.3% | -1.2% | +2.5% | +1.6% |
| 30D | -6.0% | +1.1% | -7.0% | -6.2% |
| 3M | -7.7% | +4.8% | -12.5% | -9.0% |
| 6M | +14.0% | -10.6% | +24.5% | +16.7% |
| YTD | +34.4% | +3.4% | +31.0% | +31.8% |
| 1Y | +48.0% | +8.7% | +39.3% | +42.5% |
| All | +113.1% | +34.2% | +78.9% | +85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling