+135.1%
ADI vs FND
-61.3%
+196.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.6% | -0.8% | +3.4% | +2.8% |
| 30D | -4.6% | -19.6% | +15.0% | +2.1% |
| 3M | -9.5% | -4.3% | -5.2% | -9.3% |
| 6M | +14.8% | -20.4% | +35.3% | +21.2% |
| YTD | +35.8% | -21.9% | +57.7% | +42.9% |
| 1Y | +48.9% | -45.2% | +94.1% | +76.5% |
| 3Y | +115.6% | -49.2% | +164.8% | +149.2% |
| 5Y | +135.1% | -61.8% | +196.9% | +181.0% |
| All | +135.1% | -61.3% | +196.4% | +181.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling