+653.2%
ADI vs FN
+850.1%
-196.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.9% | -1.9% | +2.1% |
| 7D | +0.7% | +8.0% | -7.3% | -1.9% |
| 30D | +0.7% | -19.1% | +19.8% | +6.6% |
| 3M | +6.5% | -29.8% | +36.3% | +16.3% |
| 6M | -2.7% | -43.2% | +40.5% | +11.7% |
| YTD | +52.2% | -18.9% | +71.1% | +50.3% |
| 1Y | +77.5% | -17.9% | +95.3% | +73.0% |
| 3Y | +148.8% | +120.1% | +28.6% | +56.7% |
| 5Y | +142.9% | +206.7% | -63.8% | +27.9% |
| 10Y | +653.2% | +804.7% | -151.4% | +169.7% |
| All | +653.2% | +850.1% | -196.9% | +169.7% |
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