+41,898.0%
ADI vs FITB
+2,827.5%
+39,070.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +13.4% | +0.8% | +12.5% | +13.2% |
| 30D | -1.3% | +7.3% | -8.6% | -3.0% |
| 3M | +6.8% | -6.3% | +13.1% | +8.5% |
| 6M | -1.9% | +12.6% | -14.5% | -5.0% |
| YTD | +52.3% | +18.0% | +34.3% | +45.6% |
| 1Y | +71.6% | +28.9% | +42.7% | +60.6% |
| 3Y | +148.9% | +139.4% | +9.5% | +100.4% |
| 5Y | +140.8% | +47.2% | +93.6% | +114.5% |
| 10Y | +653.6% | +213.0% | +440.6% | +440.1% |
| All | +41,898.0% | +2,827.5% | +39,070.5% | +11,780.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling