+79.3%
ADI vs FND
-10.3%
+89.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.9% | -14.2% | -5.0% |
| 7D | -5.1% | +12.3% | -17.5% | -7.1% |
| 30D | -3.1% | +14.7% | -17.8% | -5.5% |
| 3M | +7.1% | -12.0% | +19.2% | +9.9% |
| 6M | +2.9% | +10.8% | -7.8% | -0.2% |
| YTD | +51.1% | -12.3% | +63.4% | +50.2% |
| 1Y | +79.3% | -13.4% | +92.7% | +78.6% |
| All | +79.3% | -10.3% | +89.6% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling