+49.5%
ADI vs FIG
-58.9%
+108.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +0.5% |
| 7D | +2.6% | -14.5% | +17.1% | +2.3% |
| 30D | -4.6% | -13.3% | +8.7% | -4.8% |
| 3M | -9.5% | +7.4% | -16.9% | -8.8% |
| 6M | +14.8% | -27.8% | +42.6% | +19.8% |
| YTD | +35.8% | -41.1% | +76.9% | +45.0% |
| All | +49.5% | -58.9% | +108.5% | +66.3% |
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