+115.3%
ADI vs FTI
+274.9%
-159.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.7% |
| 7D | +2.6% | -2.3% | +5.0% | +3.4% |
| 30D | -4.6% | +5.0% | -9.7% | -6.1% |
| 3M | -9.5% | +13.8% | -23.3% | -13.4% |
| 6M | +14.8% | +22.9% | -8.0% | +6.6% |
| YTD | +35.8% | +75.0% | -39.2% | +12.4% |
| 1Y | +48.9% | +96.9% | -47.9% | +18.1% |
| All | +115.3% | +274.9% | -159.6% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling