+1,576.1%
ADI vs FERG
+1,335.0%
+241.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | +2.4% | +3.4% | -0.9% | +1.9% |
| 30D | -6.6% | -11.5% | +4.9% | -4.7% |
| 3M | -9.8% | +1.3% | -11.1% | -10.1% |
| 6M | +15.7% | -1.0% | +16.6% | +15.8% |
| YTD | +35.1% | +3.2% | +31.9% | +34.4% |
| 1Y | +47.7% | -3.0% | +50.7% | +48.1% |
| 3Y | +114.5% | +55.0% | +59.4% | +102.0% |
| 5Y | +141.2% | +72.6% | +68.6% | +123.0% |
| 10Y | +611.3% | +358.9% | +252.4% | +543.1% |
| All | +1,576.1% | +1,335.0% | +241.1% | +1,403.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FERG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling