+631.6%
ADI vs IBN
+1,532.9%
-901.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | +0.4% | +1.4% | -1.0% | +0.1% |
| 30D | -3.8% | -0.3% | -3.5% | -3.7% |
| 3M | -15.3% | +17.1% | -32.4% | -18.6% |
| 6M | +6.7% | +3.4% | +3.3% | +5.6% |
| YTD | +34.8% | +2.5% | +32.2% | +33.6% |
| 1Y | +49.0% | -4.2% | +53.2% | +50.0% |
| 3Y | +108.1% | +32.4% | +75.7% | +91.9% |
| 5Y | +142.4% | +59.2% | +83.2% | +113.2% |
| 10Y | +589.9% | +345.7% | +244.2% | +349.8% |
| All | +631.6% | +1,532.9% | -901.3% | +155.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling