+64.4%
ADI vs FIG
-73.2%
+137.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.7% | +5.9% | +0.2% |
| 7D | +2.4% | -16.4% | +18.8% | +2.3% |
| 30D | -6.6% | -2.3% | -4.3% | -6.5% |
| 3M | -9.8% | +7.8% | -17.6% | -9.3% |
| 6M | +15.7% | -21.8% | +37.5% | +18.3% |
| YTD | +35.1% | -39.1% | +74.2% | +39.8% |
| 1Y | +47.7% | -56.6% | +104.3% | +55.8% |
| All | +64.4% | -73.2% | +137.6% | +76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling