+114.5%
ADI vs FLEX
+475.0%
-360.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | -1.3% |
| 7D | +2.4% | +7.0% | -4.5% | 0.0% |
| 30D | -6.6% | -5.8% | -0.8% | -4.8% |
| 3M | -9.8% | -24.2% | +14.4% | -1.6% |
| 6M | +15.7% | +90.8% | -75.1% | -14.3% |
| YTD | +35.1% | +89.2% | -54.1% | -0.9% |
| 1Y | +47.7% | +104.7% | -57.0% | +3.0% |
| 3Y | +114.5% | +478.1% | -363.6% | -6.7% |
| All | +114.5% | +475.0% | -360.6% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling