+703.8%
ADI vs IBN
+1,760.3%
-1,056.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.5% |
| 3M | +4.7% | +17.1% | -12.4% | +0.3% |
| 6M | -7.4% | +35.5% | -43.0% | -14.7% |
| YTD | +48.1% | +16.8% | +31.2% | +41.6% |
| 1Y | +69.6% | +12.4% | +57.2% | +63.8% |
| 3Y | +144.4% | +58.0% | +86.3% | +114.9% |
| 5Y | +134.1% | +73.7% | +60.4% | +101.0% |
| 10Y | +632.8% | +385.6% | +247.2% | +367.4% |
| All | +703.8% | +1,760.3% | -1,056.5% | +171.1% |
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