+114.2%
ADI vs FND
-49.7%
+163.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.9% | +1.6% |
| 7D | +2.4% | +0.4% | +2.1% | +2.3% |
| 30D | -6.6% | -23.6% | +17.0% | +0.7% |
| 3M | -9.8% | +4.3% | -14.1% | -12.2% |
| 6M | +15.7% | -20.3% | +36.0% | +21.7% |
| YTD | +35.1% | -21.3% | +56.4% | +41.3% |
| 1Y | +47.7% | -45.4% | +93.1% | +73.7% |
| All | +114.2% | -49.7% | +163.9% | +147.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling