+142.9%
ADI vs EXE
+76.5%
+66.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.8% |
| 7D | +0.7% | +1.5% | -0.8% | +0.4% |
| 30D | +0.7% | -0.2% | +0.9% | +0.8% |
| 3M | +6.5% | -9.2% | +15.7% | +8.5% |
| 6M | -2.7% | -7.2% | +4.6% | -1.5% |
| YTD | +52.2% | -18.3% | +70.5% | +57.6% |
| 1Y | +77.5% | -23.6% | +101.1% | +86.7% |
| 3Y | +148.8% | +21.9% | +126.8% | +131.5% |
| 5Y | +142.9% | +73.7% | +69.2% | +124.8% |
| All | +142.9% | +76.5% | +66.4% | +124.8% |
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