+58.1%
ADI vs LIN
+25.4%
+32.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +0.9% |
| 7D | -12.8% | +0.2% | -13.0% | -12.8% |
| 30D | -11.3% | +6.5% | -17.8% | -12.8% |
| 3M | -3.4% | +5.5% | -8.8% | -4.8% |
| 6M | -12.0% | +3.3% | -15.4% | -13.5% |
| YTD | +35.3% | +22.0% | +13.2% | +26.3% |
| 1Y | +58.1% | +25.7% | +32.3% | +50.5% |
| All | +58.1% | +25.4% | +32.6% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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