+651.5%
ADI vs EW
+120.5%
+531.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.8% | +7.6% | +5.9% |
| 7D | +4.6% | -6.2% | +10.7% | +7.1% |
| 30D | -1.2% | -9.3% | +8.2% | +2.5% |
| 3M | -7.8% | -1.6% | -6.2% | -7.8% |
| 6M | +19.3% | -0.8% | +20.2% | +18.5% |
| YTD | +40.9% | -1.0% | +41.9% | +39.8% |
| 1Y | +54.5% | +8.2% | +46.3% | +47.6% |
| 3Y | +123.4% | +12.7% | +110.7% | +98.5% |
| 5Y | +142.3% | -30.2% | +172.5% | +159.4% |
| All | +651.5% | +120.5% | +531.0% | +431.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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