+653.2%
ADI vs FITB
+226.2%
+427.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.8% |
| 7D | +0.7% | -0.6% | +1.3% | +1.1% |
| 30D | +0.7% | +7.0% | -6.3% | -2.1% |
| 3M | +6.5% | -4.8% | +11.3% | +8.7% |
| 6M | -2.7% | +13.5% | -16.2% | -8.4% |
| YTD | +52.2% | +19.1% | +33.1% | +39.9% |
| 1Y | +77.5% | +30.8% | +46.7% | +56.7% |
| 3Y | +148.8% | +141.6% | +7.1% | +69.5% |
| 5Y | +142.9% | +48.3% | +94.6% | +96.3% |
| 10Y | +653.2% | +215.9% | +437.3% | +317.3% |
| All | +653.2% | +226.2% | +427.0% | +317.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 10y: compounded portfolio wealth divided by compounded FITB 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…
10y analysis · Full analysis span regression · 6 months rolling