+49.3%
ADI vs IRE
-82.8%
+132.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.2% | -10.0% | -0.3% |
| 7D | +2.4% | +58.9% | -56.5% | 0.0% |
| 30D | -6.6% | +17.2% | -23.7% | -7.9% |
| 3M | -9.8% | -58.6% | +48.8% | -9.0% |
| 6M | +15.7% | -23.5% | +39.1% | +13.1% |
| YTD | +35.1% | -47.4% | +82.6% | +31.0% |
| All | +49.3% | -82.8% | +132.1% | +47.1% |
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