+79.3%
ADI vs NEM
+50.9%
+28.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +9.9% | -13.1% | -5.8% |
| 7D | -5.1% | +3.7% | -8.8% | -6.1% |
| 30D | -3.1% | +2.0% | -5.0% | -3.7% |
| 3M | +7.1% | +21.1% | -14.0% | +0.9% |
| 6M | +2.9% | +9.5% | -6.6% | -0.7% |
| YTD | +51.1% | +19.1% | +32.1% | +41.7% |
| 1Y | +79.3% | +51.1% | +28.2% | +53.7% |
| All | +79.3% | +50.9% | +28.4% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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