+79.3%
ADI vs EXPE
+48.9%
+30.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.5% | -13.8% | -3.0% |
| 7D | -5.1% | +14.6% | -19.8% | -4.9% |
| 30D | -3.1% | +21.4% | -24.5% | -3.1% |
| 3M | +7.1% | +1.4% | +5.8% | +7.5% |
| 6M | +2.9% | +28.6% | -25.7% | +2.0% |
| YTD | +51.1% | +12.1% | +39.0% | +53.9% |
| 1Y | +79.3% | +50.0% | +29.3% | +79.0% |
| All | +79.3% | +48.9% | +30.4% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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