+69.6%
ADI vs IT
-15.8%
+85.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.7% |
| 7D | +9.5% | +1.1% | +8.4% | +9.6% |
| 30D | -1.4% | -1.8% | +0.5% | -1.5% |
| 3M | +4.7% | +4.8% | -0.1% | +5.7% |
| 6M | -7.4% | +33.0% | -40.4% | -2.5% |
| YTD | +48.1% | -23.8% | +71.9% | +66.4% |
| 1Y | +69.6% | -16.5% | +86.2% | +85.2% |
| All | +69.6% | -15.8% | +85.5% | +85.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling