+1,467.5%
ADI vs IAG
+377.5%
+1,090.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.8% |
| 7D | +0.4% | -0.5% | +1.0% | +0.5% |
| 30D | -3.8% | +28.9% | -32.7% | -5.6% |
| 3M | -15.3% | +19.1% | -34.4% | -16.5% |
| 6M | +6.7% | -10.3% | +16.9% | +6.9% |
| YTD | +34.8% | +24.2% | +10.6% | +31.8% |
| 1Y | +49.0% | +116.5% | -67.5% | +40.2% |
| 3Y | +108.1% | +742.8% | -634.7% | +75.9% |
| 5Y | +142.4% | +753.3% | -610.9% | +99.8% |
| 10Y | +589.9% | +403.2% | +186.7% | +462.0% |
| All | +1,467.5% | +377.5% | +1,090.0% | +1,079.9% |
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