+611.3%
ADI vs FN
+882.3%
-271.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.4% |
| 7D | +2.4% | +3.5% | -1.1% | +1.3% |
| 30D | -6.6% | -26.0% | +19.4% | +1.7% |
| 3M | -9.8% | -33.3% | +23.5% | +0.5% |
| 6M | +15.7% | -14.9% | +30.6% | +16.4% |
| YTD | +35.1% | -8.6% | +43.7% | +30.3% |
| 1Y | +47.7% | +12.3% | +35.4% | +31.1% |
| 3Y | +114.5% | +174.4% | -59.9% | +27.2% |
| 5Y | +141.2% | +296.4% | -155.2% | +17.8% |
| 10Y | +611.3% | +890.0% | -278.7% | +146.4% |
| All | +611.3% | +882.3% | -271.0% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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