+37,168.6%
ADI vs NSC
+5,718.1%
+31,450.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.5% |
| 7D | +2.4% | -1.5% | +4.0% | +3.1% |
| 30D | -6.6% | -1.9% | -4.6% | -5.8% |
| 3M | -9.8% | +6.2% | -16.0% | -12.5% |
| 6M | +15.7% | +9.2% | +6.5% | +10.7% |
| YTD | +35.1% | +15.0% | +20.1% | +26.3% |
| 1Y | +47.7% | +21.1% | +26.6% | +35.0% |
| 3Y | +114.5% | +78.6% | +35.9% | +64.1% |
| 5Y | +141.2% | +45.9% | +95.4% | +99.4% |
| 10Y | +611.3% | +326.9% | +284.5% | +272.6% |
| All | +37,168.6% | +5,718.1% | +31,450.6% | +5,356.9% |
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