+144.4%
ADI vs FE
+50.7%
+93.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.8% | -2.8% |
| 7D | +9.5% | +1.2% | +8.2% | +9.4% |
| 30D | -1.4% | +4.5% | -5.9% | -1.5% |
| 3M | +4.7% | +1.3% | +3.4% | +4.7% |
| 6M | -7.4% | +8.7% | -16.1% | -7.9% |
| YTD | +48.1% | +9.2% | +38.8% | +47.1% |
| 1Y | +69.6% | +7.0% | +62.7% | +68.8% |
| 3Y | +144.4% | +51.4% | +93.0% | +120.4% |
| All | +144.4% | +50.7% | +93.7% | +120.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling