+640.7%
ADI vs O
+82.2%
+558.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +13.4% | -0.4% | +13.8% | +13.6% |
| 30D | -1.3% | +8.3% | -9.6% | -4.7% |
| 3M | +6.8% | -4.0% | +10.8% | +8.3% |
| 6M | -1.9% | -2.6% | +0.7% | -1.7% |
| YTD | +52.3% | +9.9% | +42.4% | +44.4% |
| 1Y | +71.6% | +9.8% | +61.8% | +62.7% |
| 3Y | +148.9% | +39.7% | +109.2% | +108.3% |
| 5Y | +140.8% | +9.2% | +131.6% | +124.8% |
| All | +640.7% | +82.2% | +558.5% | +469.7% |
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