+934.5%
ADI vs EXEL
+341.7%
+592.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +13.4% | +1.6% | +11.7% | +13.1% |
| 30D | -1.3% | +17.4% | -18.7% | -4.0% |
| 3M | +6.8% | +38.6% | -31.8% | +0.8% |
| 6M | -1.9% | +41.2% | -43.1% | -8.0% |
| YTD | +52.3% | +59.3% | -7.1% | +39.4% |
| 1Y | +71.6% | +60.2% | +11.4% | +56.8% |
| 3Y | +148.9% | +232.6% | -83.7% | +95.8% |
| 5Y | +140.8% | +285.9% | -145.1% | +82.4% |
| 10Y | +653.6% | +325.9% | +327.7% | +418.8% |
| All | +934.5% | +341.7% | +592.8% | +263.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling