+151.2%
ADI vs EXPD
+75.1%
+76.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.9% | +1.2% | +2.7% |
| 7D | +0.7% | -1.6% | +2.3% | +1.6% |
| 30D | +0.7% | +0.6% | +0.1% | +0.7% |
| 3M | +6.5% | +9.8% | -3.3% | +2.5% |
| 6M | -2.7% | +25.8% | -28.4% | -11.9% |
| YTD | +52.2% | +31.3% | +20.9% | +33.2% |
| 1Y | +77.5% | +40.9% | +36.5% | +49.6% |
| All | +151.2% | +75.1% | +76.1% | +75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling