+616.7%
ADI vs IAG
+423.2%
+193.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | -0.9% |
| 7D | +1.3% | -4.1% | +5.4% | +1.7% |
| 30D | -6.0% | +10.6% | -16.6% | -6.8% |
| 3M | -7.7% | +35.4% | -43.1% | -10.2% |
| 6M | +14.0% | -9.5% | +23.5% | +14.0% |
| YTD | +34.4% | +21.8% | +12.6% | +31.2% |
| 1Y | +48.0% | +84.1% | -36.2% | +40.1% |
| 3Y | +113.3% | +817.4% | -704.0% | +77.5% |
| 5Y | +131.1% | +830.1% | -699.0% | +86.1% |
| All | +616.7% | +423.2% | +193.5% | +491.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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