+79.3%
ADI vs O
+8.1%
+71.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -2.4% |
| 7D | -5.1% | +5.8% | -11.0% | -3.7% |
| 30D | -3.1% | +10.7% | -13.7% | -0.6% |
| 3M | +7.1% | -4.5% | +11.7% | +6.5% |
| 6M | +2.9% | -4.1% | +7.0% | +3.3% |
| YTD | +51.1% | +9.8% | +41.3% | +53.2% |
| 1Y | +79.3% | +11.3% | +68.0% | +81.0% |
| All | +79.3% | +8.1% | +71.2% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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