+284.0%
ADI vs FOXA
+90.3%
+193.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.4% | -0.6% | +3.1% | +2.6% |
| 30D | -6.6% | +2.3% | -8.9% | -7.6% |
| 3M | -9.8% | -2.8% | -7.0% | -10.2% |
| 6M | +15.7% | +9.6% | +6.1% | +9.0% |
| YTD | +35.1% | -9.9% | +45.0% | +37.4% |
| 1Y | +47.7% | +5.4% | +42.3% | +39.6% |
| 3Y | +114.5% | +115.3% | -0.8% | +50.1% |
| 5Y | +141.2% | +93.1% | +48.2% | +73.7% |
| All | +284.0% | +90.3% | +193.7% | +140.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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