+453.5%
ADI vs FND
+66.0%
+387.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.1% |
| 7D | +0.4% | -5.2% | +5.7% | +2.1% |
| 30D | -3.8% | -19.9% | +16.1% | +2.9% |
| 3M | -15.3% | +2.7% | -18.0% | -17.0% |
| 6M | +6.7% | -21.7% | +28.4% | +13.0% |
| YTD | +34.8% | -17.5% | +52.3% | +39.3% |
| 1Y | +49.0% | -39.3% | +88.3% | +69.4% |
| 3Y | +108.1% | -49.8% | +157.8% | +141.6% |
| 5Y | +142.4% | -60.1% | +202.5% | +187.8% |
| All | +453.5% | +66.0% | +387.4% | +323.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling