+135.1%
ADI vs EXE
+100.7%
+34.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +2.6% | -2.7% | +5.3% | +3.2% |
| 30D | -4.6% | -0.4% | -4.3% | -4.6% |
| 3M | -9.5% | +9.5% | -19.0% | -11.5% |
| 6M | +14.8% | -9.3% | +24.2% | +16.8% |
| YTD | +35.8% | -10.9% | +46.7% | +38.1% |
| 1Y | +48.9% | +4.3% | +44.6% | +45.2% |
| 3Y | +115.6% | +18.8% | +96.8% | +102.4% |
| 5Y | +135.1% | +101.4% | +33.7% | +110.8% |
| All | +135.1% | +100.7% | +34.4% | +110.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling