+616.7%
ADI vs IBN
+316.4%
+300.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.9% |
| 7D | +1.3% | -5.5% | +6.8% | +3.2% |
| 30D | -6.0% | -3.4% | -2.5% | -4.9% |
| 3M | -7.7% | +8.7% | -16.4% | -10.4% |
| 6M | +14.0% | +3.7% | +10.3% | +12.2% |
| YTD | +34.4% | -2.4% | +36.8% | +34.9% |
| 1Y | +48.0% | -8.1% | +56.0% | +51.0% |
| 3Y | +113.3% | +26.3% | +87.0% | +94.4% |
| 5Y | +131.1% | +54.9% | +76.2% | +96.4% |
| All | +616.7% | +316.4% | +300.3% | +364.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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