+79.3%
ADI vs FLEX
+23.4%
+55.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -12.3% | +9.1% | +0.1% |
| 7D | -5.1% | -17.0% | +11.8% | -0.4% |
| 30D | -3.1% | -33.8% | +30.8% | +7.4% |
| 3M | +7.1% | -39.0% | +46.2% | +21.0% |
| 6M | +2.9% | -15.9% | +18.8% | +9.2% |
| YTD | +51.1% | +27.8% | +23.3% | +41.6% |
| 1Y | +79.3% | +25.0% | +54.4% | +69.0% |
| All | +79.3% | +23.4% | +55.9% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling