+133.5%
ADI vs FLEX
+477.6%
-344.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.3% | +0.7% |
| 7D | -6.3% | -13.6% | +7.3% | -1.0% |
| 30D | -3.2% | -36.5% | +33.3% | +14.4% |
| 3M | +2.8% | -36.4% | +39.2% | +20.7% |
| 6M | -5.0% | -46.5% | +41.5% | +18.1% |
| YTD | +46.3% | +25.9% | +20.4% | +18.7% |
| 1Y | +71.6% | +19.6% | +52.1% | +41.9% |
| 3Y | +139.2% | +287.0% | -147.8% | +1.5% |
| All | +133.5% | +477.6% | -344.1% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling