+40,736.4%
ADI vs NSC
+5,741.3%
+34,995.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -2.1% |
| 7D | +9.5% | +2.5% | +7.0% | +8.4% |
| 30D | -1.4% | +1.7% | -3.1% | -2.0% |
| 3M | +4.7% | -2.6% | +7.3% | +5.8% |
| 6M | -7.4% | +6.4% | -13.9% | -10.5% |
| YTD | +48.1% | +15.5% | +32.6% | +38.1% |
| 1Y | +69.6% | +17.6% | +52.0% | +57.1% |
| 3Y | +144.4% | +75.0% | +69.4% | +88.9% |
| 5Y | +134.1% | +32.2% | +102.0% | +102.2% |
| 10Y | +632.8% | +296.6% | +336.2% | +295.5% |
| All | +40,736.4% | +5,741.3% | +34,995.1% | +5,868.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling