+37,205.6%
ADI vs EXC
+2,465.1%
+34,740.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.3% |
| 7D | -12.8% | -1.2% | -11.7% | -12.6% |
| 30D | -11.3% | +10.0% | -21.3% | -14.1% |
| 3M | -3.4% | +1.6% | -5.0% | -4.1% |
| 6M | -12.0% | +3.3% | -15.3% | -13.6% |
| YTD | +35.3% | +7.6% | +27.7% | +30.6% |
| 1Y | +58.1% | +3.5% | +54.6% | +54.3% |
| 3Y | +127.4% | +27.7% | +99.7% | +103.4% |
| 5Y | +114.6% | +41.1% | +73.5% | +84.6% |
| 10Y | +589.3% | +178.2% | +411.1% | +373.6% |
| All | +37,205.6% | +2,465.1% | +34,740.5% | +12,025.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling