+508.0%
ADI vs FND
+57.9%
+450.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.1% |
| 7D | +9.5% | -6.8% | +16.3% | +11.9% |
| 30D | -1.4% | +8.0% | -9.4% | -4.3% |
| 3M | +4.7% | -18.9% | +23.7% | +10.9% |
| 6M | -7.4% | +4.7% | -12.1% | -10.9% |
| YTD | +48.1% | -21.6% | +69.6% | +54.4% |
| 1Y | +69.6% | -22.0% | +91.7% | +77.0% |
| 3Y | +144.4% | -40.4% | +184.8% | +167.1% |
| 5Y | +134.1% | -63.8% | +197.9% | +185.3% |
| All | +508.0% | +57.9% | +450.2% | +369.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling