+620.2%
ADI vs FITB
+212.2%
+408.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.2% |
| 7D | +9.5% | +2.8% | +6.7% | +8.2% |
| 30D | -1.4% | +9.8% | -11.2% | -5.2% |
| 3M | +4.7% | -5.2% | +9.9% | +7.1% |
| 6M | -7.4% | +17.3% | -24.8% | -14.0% |
| YTD | +48.1% | +19.3% | +28.8% | +36.0% |
| 1Y | +69.6% | +32.7% | +36.9% | +48.8% |
| 3Y | +144.4% | +141.6% | +2.8% | +66.5% |
| 5Y | +134.1% | +48.9% | +85.3% | +88.9% |
| All | +620.2% | +212.2% | +408.0% | +302.2% |
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