+79.3%
ADI vs FDX
+65.6%
+13.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.8% | -4.5% |
| 7D | -5.1% | +8.1% | -13.3% | -8.0% |
| 30D | -3.1% | +13.9% | -17.0% | -8.0% |
| 3M | +7.1% | +5.5% | +1.6% | +4.4% |
| 6M | +2.9% | +15.1% | -12.2% | -4.1% |
| YTD | +51.1% | +43.2% | +7.9% | +27.9% |
| 1Y | +79.3% | +65.0% | +14.3% | +47.1% |
| All | +79.3% | +65.6% | +13.7% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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