+36,943.9%
ADI vs IP
+327.4%
+36,616.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.0% | -7.2% | -9.7% |
| 7D | -16.7% | -5.0% | -11.7% | -15.1% |
| 30D | -14.2% | +6.5% | -20.7% | -16.2% |
| 3M | -4.1% | -18.0% | +13.9% | +2.4% |
| 6M | -10.3% | +10.3% | -20.6% | -14.8% |
| YTD | +34.3% | -9.9% | +44.2% | +35.4% |
| 1Y | +54.9% | -1.1% | +55.9% | +50.6% |
| 3Y | +125.3% | +13.0% | +112.3% | +102.1% |
| 5Y | +113.1% | -12.3% | +125.3% | +107.6% |
| 10Y | +584.5% | +26.8% | +557.7% | +462.9% |
| All | +36,943.9% | +327.4% | +36,616.6% | +13,922.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling