+144.4%
ADI vs IRM
+112.1%
+32.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.0% | -2.5% |
| 7D | +9.5% | +6.8% | +2.7% | +6.5% |
| 30D | -1.4% | +2.6% | -4.0% | -2.0% |
| 3M | +4.7% | -9.5% | +14.2% | +9.1% |
| 6M | -7.4% | -8.5% | +1.1% | -4.2% |
| YTD | +48.1% | +40.3% | +7.8% | +29.9% |
| 1Y | +69.6% | +28.7% | +41.0% | +53.6% |
| 3Y | +144.4% | +111.8% | +32.5% | +56.5% |
| All | +144.4% | +112.1% | +32.3% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 3y: compounded portfolio wealth divided by compounded IRM 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…
3y analysis · Full analysis span regression · 6 months rolling