+144.4%
ADI vs FTV
+39.2%
+105.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +3.9% | +5.6% | +6.8% |
| 30D | -1.4% | +18.7% | -20.0% | -11.9% |
| 3M | +4.7% | +10.0% | -5.3% | -1.7% |
| 6M | -7.4% | +14.6% | -22.0% | -16.0% |
| YTD | +48.1% | +23.4% | +24.6% | +24.7% |
| 1Y | +69.6% | +31.3% | +38.3% | +35.6% |
| 3Y | +144.4% | +39.8% | +104.6% | +71.5% |
| All | +144.4% | +39.2% | +105.2% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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