+620.2%
ADI vs FTI
+189.4%
+430.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.8% | -3.3% |
| 7D | +9.5% | +4.3% | +5.2% | +8.3% |
| 30D | -1.4% | -4.7% | +3.3% | -0.2% |
| 3M | +4.7% | -13.5% | +18.2% | +8.6% |
| 6M | -7.4% | -8.7% | +1.3% | -5.6% |
| YTD | +48.1% | +49.0% | -1.0% | +32.6% |
| 1Y | +69.6% | +54.0% | +15.6% | +50.6% |
| 3Y | +144.4% | +211.6% | -67.3% | +78.0% |
| 5Y | +134.1% | +881.9% | -747.7% | +21.1% |
| All | +620.2% | +189.4% | +430.8% | +309.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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