+1,038.5%
ADI vs FLR
+603.8%
+434.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.2% |
| 7D | +0.4% | +5.4% | -5.0% | -1.0% |
| 30D | -3.8% | +11.4% | -15.2% | -6.9% |
| 3M | -15.3% | +11.4% | -26.7% | -18.0% |
| 6M | +6.7% | +16.6% | -9.9% | +1.3% |
| YTD | +34.8% | +41.7% | -6.9% | +21.3% |
| 1Y | +49.0% | +35.4% | +13.6% | +35.0% |
| 3Y | +108.1% | +57.3% | +50.8% | +74.3% |
| 5Y | +142.4% | +241.0% | -98.6% | +60.2% |
| 10Y | +589.9% | +16.6% | +573.3% | +391.7% |
| All | +1,038.5% | +603.8% | +434.7% | +340.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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