+636.2%
ADI vs FE
+110.9%
+525.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.1% | +8.1% | +8.1% |
| 7D | -6.3% | -0.5% | -5.8% | -6.1% |
| 30D | -3.2% | +4.3% | -7.5% | -4.6% |
| 3M | +2.8% | +0.4% | +2.4% | +2.5% |
| 6M | -5.0% | +6.9% | -12.0% | -7.6% |
| YTD | +46.3% | +8.0% | +38.3% | +41.6% |
| 1Y | +71.6% | +4.8% | +66.8% | +67.6% |
| 3Y | +139.2% | +49.0% | +90.2% | +102.7% |
| 5Y | +136.4% | +46.2% | +90.2% | +99.5% |
| 10Y | +636.2% | +120.9% | +515.3% | +508.9% |
| All | +636.2% | +110.9% | +525.3% | +508.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling