+69.6%
ADI vs FIG
-55.0%
+124.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.8% | -5.6% | -2.7% |
| 7D | +9.5% | +3.4% | +6.1% | +9.5% |
| 30D | -1.4% | -9.5% | +8.1% | -1.5% |
| 3M | +4.7% | -26.2% | +30.9% | +3.7% |
| 6M | -7.4% | +2.7% | -10.1% | -6.9% |
| YTD | +48.1% | -48.0% | +96.0% | +62.9% |
| 1Y | +69.6% | -52.0% | +121.7% | +93.5% |
| All | +69.6% | -55.0% | +124.6% | +93.5% |
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