+79.3%
ADI vs IRE
-97.6%
+176.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -23.2% | +20.0% | -1.8% |
| 7D | -5.1% | -46.8% | +41.7% | -2.1% |
| 30D | -3.1% | -75.5% | +72.4% | +3.7% |
| 3M | +7.1% | -79.4% | +86.6% | +14.7% |
| 6M | +2.9% | -91.3% | +94.2% | +11.4% |
| YTD | +51.1% | -90.8% | +142.0% | +59.0% |
| 1Y | +79.3% | -97.7% | +177.0% | +98.3% |
| All | +79.3% | -97.6% | +176.9% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling