+144.4%
ADI vs IBN
+57.3%
+87.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.1% | -2.9% |
| 7D | +9.5% | +1.9% | +7.6% | +9.0% |
| 30D | -1.4% | +22.1% | -23.5% | -6.8% |
| 3M | +4.7% | +17.1% | -12.4% | +0.2% |
| 6M | -7.4% | +35.5% | -43.0% | -15.7% |
| YTD | +48.1% | +16.8% | +31.2% | +40.9% |
| 1Y | +69.6% | +12.4% | +57.2% | +63.1% |
| 3Y | +144.4% | +58.0% | +86.3% | +119.6% |
| All | +144.4% | +57.3% | +87.0% | +119.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling