+114.5%
ADI vs EXE
+21.0%
+93.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +2.4% | -1.8% | +4.2% | +2.8% |
| 30D | -6.6% | +6.4% | -13.0% | -7.9% |
| 3M | -9.8% | +9.2% | -19.0% | -11.8% |
| 6M | +15.7% | -7.0% | +22.7% | +17.5% |
| YTD | +35.1% | -9.5% | +44.6% | +37.7% |
| 1Y | +47.7% | +6.2% | +41.5% | +41.3% |
| 3Y | +114.5% | +20.7% | +93.7% | +90.1% |
| All | +114.5% | +21.0% | +93.5% | +90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 3y: compounded portfolio wealth divided by compounded EXE 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…
3y analysis · Full analysis span regression · 6 months rolling