+651.5%
ADI vs O
+54.0%
+597.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +4.6% | -2.9% | +7.4% | +5.8% |
| 30D | -1.2% | -4.5% | +3.3% | +0.7% |
| 3M | -7.8% | -2.6% | -5.2% | -7.3% |
| 6M | +19.3% | -5.6% | +25.0% | +21.4% |
| YTD | +40.9% | +9.3% | +31.7% | +34.4% |
| 1Y | +54.5% | +4.3% | +50.2% | +50.2% |
| 3Y | +123.4% | +27.4% | +96.0% | +95.8% |
| 5Y | +142.3% | +17.1% | +125.3% | +120.3% |
| All | +651.5% | +54.0% | +597.5% | +498.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling