+37,071.2%
ADI vs ETR
+4,412.2%
+32,658.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +0.4% | +1.4% | -1.0% | 0.0% |
| 30D | -3.8% | +1.0% | -4.8% | -4.1% |
| 3M | -15.3% | -1.3% | -14.0% | -15.1% |
| 6M | +6.7% | +1.9% | +4.8% | +5.8% |
| YTD | +34.8% | +18.2% | +16.6% | +27.9% |
| 1Y | +49.0% | +24.7% | +24.4% | +39.2% |
| 3Y | +108.1% | +150.7% | -42.6% | +56.4% |
| 5Y | +142.4% | +127.0% | +15.4% | +86.0% |
| 10Y | +589.9% | +295.5% | +294.4% | +350.3% |
| All | +37,071.2% | +4,412.2% | +32,658.9% | +14,429.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 all: compounded portfolio wealth divided by compounded ETR 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…
all analysis · Full analysis span regression · 6 months rolling