+630.6%
ADI vs EXPD
+334.2%
+296.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +7.0% |
| 7D | -4.4% | -5.5% | +1.1% | -0.9% |
| 30D | -2.8% | -1.9% | -0.9% | -1.4% |
| 3M | +1.5% | +6.1% | -4.6% | -1.8% |
| 6M | -4.7% | +21.6% | -26.3% | -15.3% |
| YTD | +46.8% | +27.9% | +18.9% | +24.3% |
| 1Y | +74.9% | +39.4% | +35.5% | +40.3% |
| 3Y | +147.4% | +72.7% | +74.8% | +68.6% |
| 5Y | +131.9% | +60.3% | +71.6% | +61.9% |
| 10Y | +630.6% | +332.6% | +298.0% | +189.1% |
| All | +630.6% | +334.2% | +296.4% | +189.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling