+451.9%
ADI vs FND
+54.9%
+397.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.6% |
| 7D | +1.3% | -5.1% | +6.4% | +3.0% |
| 30D | -6.0% | -22.5% | +16.6% | +1.7% |
| 3M | -7.7% | -5.0% | -2.7% | -7.3% |
| 6M | +14.0% | -21.5% | +35.5% | +20.5% |
| YTD | +34.4% | -23.0% | +57.4% | +41.9% |
| 1Y | +48.0% | -44.9% | +92.8% | +73.5% |
| 3Y | +113.3% | -50.0% | +163.3% | +147.7% |
| 5Y | +131.1% | -63.3% | +194.4% | +181.8% |
| All | +451.9% | +54.9% | +397.0% | +331.6% |
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 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