+636.4%
ADI vs FLEX
+1,045.8%
-409.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +2.6% | +6.4% | -3.7% | 0.0% |
| 30D | -4.6% | -5.9% | +1.2% | -2.6% |
| 3M | -9.5% | -23.5% | +14.0% | -0.5% |
| 6M | +14.8% | +83.7% | -68.9% | -16.5% |
| YTD | +35.8% | +86.5% | -50.7% | -3.0% |
| 1Y | +48.9% | +100.5% | -51.6% | +1.9% |
| 3Y | +115.6% | +469.8% | -354.3% | -10.8% |
| 5Y | +135.1% | +725.7% | -590.6% | -19.0% |
| 10Y | +636.4% | +1,086.7% | -450.3% | +84.4% |
| All | +636.4% | +1,045.8% | -409.4% | +84.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling