+138.3%
ADI vs IAG
+820.9%
-682.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +4.8% |
| 7D | +4.6% | -1.1% | +5.6% | +4.7% |
| 30D | -1.2% | +12.1% | -13.3% | -2.4% |
| 3M | -7.8% | +25.5% | -33.3% | -10.3% |
| 6M | +19.3% | -7.1% | +26.5% | +19.0% |
| YTD | +40.9% | +22.9% | +18.1% | +36.5% |
| 1Y | +54.5% | +83.3% | -28.9% | +44.2% |
| 3Y | +123.4% | +808.5% | -685.1% | +76.3% |
| All | +138.3% | +820.9% | -682.6% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling