+1,622.1%
ADI vs IAG
+303.8%
+1,318.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.8% | -2.8% |
| 7D | +9.5% | -7.7% | +17.1% | +10.1% |
| 30D | -1.4% | +1.6% | -3.0% | -1.6% |
| 3M | +4.7% | -2.4% | +7.1% | +4.7% |
| 6M | -7.4% | -7.8% | +0.4% | -7.3% |
| YTD | +48.1% | +5.0% | +43.0% | +46.3% |
| 1Y | +69.6% | +25.7% | +44.0% | +65.6% |
| 3Y | +144.4% | +694.5% | -550.1% | +107.7% |
| 5Y | +134.1% | +421.7% | -287.6% | +99.1% |
| 10Y | +632.8% | +382.5% | +250.3% | +500.8% |
| All | +1,622.1% | +303.8% | +1,318.3% | +1,210.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling