+636.4%
ADI vs EXC
+152.4%
+484.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +2.6% | +0.3% | +2.3% | +2.5% |
| 30D | -4.6% | -0.9% | -3.8% | -4.4% |
| 3M | -9.5% | -2.7% | -6.8% | -9.0% |
| 6M | +14.8% | -9.4% | +24.2% | +18.3% |
| YTD | +35.8% | +3.0% | +32.8% | +32.2% |
| 1Y | +48.9% | +5.1% | +43.8% | +43.2% |
| 3Y | +115.6% | +20.6% | +95.0% | +89.0% |
| 5Y | +135.1% | +45.7% | +89.4% | +83.6% |
| 10Y | +636.4% | +160.8% | +475.6% | +344.9% |
| All | +636.4% | +152.4% | +484.1% | +344.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EXC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling