+7,178.7%
ADI vs IRM
+9,772.9%
-2,594.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.0% | -2.5% |
| 7D | +9.5% | +6.8% | +2.7% | +7.1% |
| 30D | -1.4% | +2.6% | -4.0% | -1.9% |
| 3M | +4.7% | -9.5% | +14.2% | +8.6% |
| 6M | -7.4% | -8.5% | +1.1% | -4.6% |
| YTD | +48.1% | +40.3% | +7.8% | +31.5% |
| 1Y | +69.6% | +28.7% | +41.0% | +54.9% |
| 3Y | +144.4% | +111.8% | +32.5% | +85.3% |
| 5Y | +134.1% | +189.1% | -55.0% | +58.3% |
| 10Y | +632.8% | +519.8% | +113.0% | +270.6% |
| All | +7,178.7% | +9,772.9% | -2,594.1% | +1,918.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling