+54.5%
ADI vs NRG
-28.9%
+83.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.2% | +4.6% |
| 7D | +4.6% | -4.7% | +9.2% | +5.4% |
| 30D | -1.2% | -6.0% | +4.8% | -0.2% |
| 3M | -7.8% | -8.0% | +0.1% | -7.6% |
| 6M | +19.3% | -23.2% | +42.5% | +23.0% |
| YTD | +40.9% | -28.1% | +69.0% | +47.7% |
| 1Y | +54.5% | -27.3% | +81.8% | +60.8% |
| All | +54.5% | -28.9% | +83.4% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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