+112.7%
ADI vs EXPE
+182.4%
-69.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.0% |
| 7D | +0.4% | -9.5% | +10.0% | +2.7% |
| 30D | -3.8% | -6.6% | +2.8% | -2.6% |
| 3M | -15.3% | +31.4% | -46.6% | -21.5% |
| 6M | +6.7% | +35.2% | -28.5% | -3.2% |
| YTD | +34.8% | +5.8% | +29.0% | +30.6% |
| 1Y | +49.0% | +38.7% | +10.4% | +31.1% |
| All | +112.7% | +182.4% | -69.7% | +50.1% |
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