+632.7%
ADI vs EXC
+153.8%
+478.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | +2.4% | +1.2% | +1.2% | +2.0% |
| 30D | -6.6% | -2.7% | -3.8% | -5.6% |
| 3M | -9.8% | -1.0% | -8.8% | -10.0% |
| 6M | +15.7% | -9.3% | +24.9% | +19.1% |
| YTD | +35.1% | +3.6% | +31.5% | +31.2% |
| 1Y | +47.7% | +5.9% | +41.8% | +41.6% |
| 3Y | +114.5% | +21.3% | +93.2% | +87.6% |
| 5Y | +141.2% | +46.2% | +95.1% | +88.2% |
| All | +632.7% | +153.8% | +478.9% | +341.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling