+48.9%
ADI vs EXC
+5.3%
+43.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.3% |
| 7D | +2.6% | +0.3% | +2.3% | +2.8% |
| 30D | -4.6% | -0.9% | -3.8% | -4.9% |
| 3M | -9.5% | -2.7% | -6.8% | -10.4% |
| 6M | +14.8% | -9.4% | +24.2% | +11.9% |
| YTD | +35.8% | +3.0% | +32.8% | +36.7% |
| 1Y | +48.9% | +5.1% | +43.8% | +52.2% |
| All | +48.9% | +5.3% | +43.6% | +52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling