+151.2%
ADI vs EXPE
+123.2%
+28.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.4% | +1.6% | +3.5% |
| 7D | +0.7% | -17.8% | +18.5% | +5.0% |
| 30D | +0.7% | -3.2% | +3.9% | +1.0% |
| 3M | +6.5% | -19.0% | +25.5% | +10.7% |
| 6M | -2.7% | +17.7% | -20.4% | -8.7% |
| YTD | +52.2% | -7.8% | +60.0% | +51.2% |
| 1Y | +77.5% | -1.4% | +78.8% | +72.0% |
| All | +151.2% | +123.2% | +28.0% | +67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling