+616.7%
ADI vs EXPE
+165.2%
+451.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.5% |
| 7D | +1.3% | -8.7% | +10.0% | +3.9% |
| 30D | -6.0% | -13.6% | +7.7% | -2.2% |
| 3M | -7.7% | +26.6% | -34.4% | -15.4% |
| 6M | +14.0% | +19.9% | -6.0% | +5.5% |
| YTD | +34.4% | -1.7% | +36.1% | +30.5% |
| 1Y | +48.0% | +29.4% | +18.5% | +29.9% |
| 3Y | +113.3% | +155.7% | -42.4% | +44.5% |
| 5Y | +131.1% | +93.1% | +38.0% | +62.7% |
| All | +616.7% | +165.2% | +451.5% | +284.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling