+35,677.2%
ADI vs LIN
+9,840.7%
+25,836.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | +0.4% | -2.1% | +2.6% | +1.4% |
| 30D | -3.8% | -2.4% | -1.4% | -2.8% |
| 3M | -15.3% | -5.6% | -9.7% | -13.4% |
| 6M | +6.7% | -3.4% | +10.1% | +7.8% |
| YTD | +34.8% | +13.1% | +21.7% | +26.7% |
| 1Y | +49.0% | +2.5% | +46.6% | +46.2% |
| 3Y | +108.1% | +27.6% | +80.5% | +85.4% |
| 5Y | +142.4% | +63.0% | +79.4% | +93.8% |
| 10Y | +589.9% | +359.3% | +230.6% | +258.7% |
| All | +35,677.2% | +9,840.7% | +25,836.6% | +7,122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling