+49.4%
ADI vs IRE
-97.2%
+146.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +39.6% | -38.9% | -1.8% |
| 7D | -12.8% | -27.2% | +14.3% | -12.0% |
| 30D | -11.3% | -75.1% | +63.8% | -5.8% |
| 3M | -3.4% | -77.9% | +74.5% | +2.5% |
| 6M | -12.0% | -94.6% | +82.6% | -3.6% |
| YTD | +35.3% | -91.5% | +126.8% | +42.1% |
| 1Y | +58.1% | -97.8% | +155.9% | +72.0% |
| All | +49.4% | -97.2% | +146.7% | +59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling