+37,168.6%
ADI vs NI
+5,156.7%
+32,012.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -1.0% | -0.2% |
| 7D | +2.4% | +2.3% | +0.2% | +1.5% |
| 30D | -6.6% | -1.7% | -4.9% | -6.0% |
| 3M | -9.8% | -8.0% | -1.8% | -7.1% |
| 6M | +15.7% | -8.6% | +24.3% | +19.4% |
| YTD | +35.1% | +2.3% | +32.8% | +33.2% |
| 1Y | +47.7% | +6.9% | +40.8% | +42.8% |
| 3Y | +114.5% | +70.6% | +43.9% | +69.9% |
| 5Y | +141.2% | +96.4% | +44.9% | +78.3% |
| 10Y | +611.3% | +136.1% | +475.2% | +368.6% |
| All | +37,168.6% | +5,156.7% | +32,012.0% | +6,469.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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