+114.5%
ADI vs FITB
+133.7%
-19.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.6% |
| 7D | +2.4% | +2.8% | -0.4% | +0.9% |
| 30D | -6.6% | -4.5% | -2.1% | -4.4% |
| 3M | -9.8% | +5.7% | -15.5% | -12.8% |
| 6M | +15.7% | +17.1% | -1.4% | +5.4% |
| YTD | +35.1% | +18.3% | +16.8% | +21.4% |
| 1Y | +47.7% | +23.9% | +23.8% | +28.9% |
| 3Y | +114.5% | +131.1% | -16.6% | +45.3% |
| All | +114.5% | +133.7% | -19.2% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling