+71.6%
ADI vs EW
+24.1%
+47.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +13.4% | +4.9% | +8.4% | +12.8% |
| 30D | -1.3% | +24.1% | -25.4% | -3.8% |
| 3M | +6.8% | +13.7% | -6.9% | +5.6% |
| 6M | -1.9% | +32.7% | -34.6% | -7.4% |
| YTD | +52.3% | +24.1% | +28.2% | +49.2% |
| 1Y | +71.6% | +23.6% | +48.0% | +69.1% |
| All | +71.6% | +24.1% | +47.5% | +69.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling