+79.3%
ADI vs FIG
-52.3%
+131.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.2% | -8.5% | -2.9% |
| 7D | -5.1% | -4.7% | -0.5% | -5.3% |
| 30D | -3.1% | +0.5% | -3.6% | -3.0% |
| 3M | +7.1% | -18.4% | +25.5% | +6.6% |
| 6M | +2.9% | +10.9% | -8.0% | +4.0% |
| YTD | +51.1% | -40.8% | +91.9% | +65.0% |
| 1Y | +79.3% | -51.7% | +131.0% | +110.7% |
| All | +79.3% | -52.3% | +131.6% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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