+653.2%
ADI vs IP
+22.3%
+631.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.3% | +5.4% | +4.6% |
| 7D | +0.7% | -2.8% | +3.5% | +2.1% |
| 30D | +0.7% | +9.2% | -8.5% | -3.0% |
| 3M | +6.5% | -16.1% | +22.6% | +14.0% |
| 6M | -2.7% | +9.6% | -12.2% | -8.3% |
| YTD | +52.2% | -8.8% | +61.0% | +52.7% |
| 1Y | +77.5% | -5.5% | +83.0% | +75.0% |
| 3Y | +148.8% | +19.6% | +129.1% | +107.7% |
| 5Y | +142.9% | -13.5% | +156.3% | +133.9% |
| 10Y | +653.2% | +22.4% | +630.8% | +488.1% |
| All | +653.2% | +22.3% | +631.0% | +488.1% |
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