+147.4%
ADI vs LIN
+37.1%
+110.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.0% | +7.6% | +8.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | -2.8% | +7.6% | -10.4% | -7.2% |
| 3M | +1.5% | +6.5% | -5.0% | -2.6% |
| 6M | -4.7% | +6.2% | -10.9% | -9.3% |
| YTD | +46.8% | +23.2% | +23.6% | +24.2% |
| 1Y | +74.9% | +25.4% | +49.5% | +45.9% |
| 3Y | +147.4% | +38.3% | +109.2% | +103.0% |
| All | +147.4% | +37.1% | +110.3% | +103.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling