+49.5%
ADI vs EXEL
+52.4%
-2.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | +2.6% | -0.3% | +3.0% | +2.7% |
| 30D | -4.6% | +10.1% | -14.8% | -5.8% |
| 3M | -9.5% | +10.1% | -19.6% | -10.8% |
| 6M | +14.8% | +37.7% | -22.8% | +8.9% |
| YTD | +35.8% | +33.1% | +2.7% | +28.8% |
| All | +49.5% | +52.4% | -2.9% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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