+579.4%
ADI vs IP
+26.3%
+553.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -12.8% | -5.1% | -7.8% | -10.9% |
| 30D | -11.3% | +8.5% | -19.9% | -14.4% |
| 3M | -3.4% | -13.8% | +10.5% | +2.2% |
| 6M | -12.0% | +5.7% | -17.8% | -15.8% |
| YTD | +35.3% | -9.1% | +44.4% | +35.9% |
| 1Y | +58.1% | -0.8% | +58.9% | +52.2% |
| 3Y | +127.4% | +14.8% | +112.6% | +93.6% |
| 5Y | +114.6% | -11.5% | +126.1% | +104.3% |
| All | +579.4% | +26.3% | +553.1% | +482.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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