+616.7%
ADI vs IT
+92.9%
+523.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | +1.3% | -12.7% | +14.0% | +5.9% |
| 30D | -6.0% | -8.9% | +2.9% | -3.5% |
| 3M | -7.7% | +10.1% | -17.9% | -13.8% |
| 6M | +14.0% | +7.3% | +6.7% | +5.0% |
| YTD | +34.4% | -32.4% | +66.8% | +49.0% |
| 1Y | +48.0% | -26.6% | +74.6% | +56.7% |
| 3Y | +113.3% | -51.8% | +165.1% | +167.5% |
| 5Y | +131.1% | -45.6% | +176.7% | +168.4% |
| All | +616.7% | +92.9% | +523.8% | +372.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling