+144.4%
ADI vs NET
+36.7%
+107.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.6% | -0.7% | -2.8% |
| 7D | -5.1% | -16.4% | +11.2% | -2.2% |
| 30D | -3.1% | -25.8% | +22.8% | +2.0% |
| 3M | +7.1% | -11.5% | +18.7% | +8.5% |
| 6M | +2.9% | +18.9% | -16.0% | -2.8% |
| YTD | +51.1% | +35.2% | +15.9% | +36.5% |
| 1Y | +79.3% | +14.5% | +64.9% | +67.4% |
| 3Y | +153.5% | +313.8% | -160.3% | +75.2% |
| 5Y | +144.4% | +32.6% | +111.8% | +75.1% |
| All | +144.4% | +36.7% | +107.7% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling