+54.5%
ADI vs NSC
+19.9%
+34.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.2% |
| 7D | +4.6% | -2.8% | +7.4% | +5.7% |
| 30D | -1.2% | -4.5% | +3.3% | +0.6% |
| 3M | -7.8% | +3.5% | -11.4% | -10.7% |
| 6M | +19.3% | +8.5% | +10.8% | +11.1% |
| YTD | +40.9% | +12.3% | +28.6% | +28.7% |
| 1Y | +54.5% | +18.9% | +35.5% | +35.0% |
| All | +54.5% | +19.9% | +34.6% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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