+114.5%
ADI vs O
+30.3%
+84.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +2.4% | -0.6% | +3.0% | +2.6% |
| 30D | -6.6% | -2.0% | -4.6% | -6.2% |
| 3M | -9.8% | +3.0% | -12.8% | -11.0% |
| 6M | +15.7% | -3.6% | +19.3% | +16.4% |
| YTD | +35.1% | +12.1% | +23.1% | +30.0% |
| 1Y | +47.7% | +8.9% | +38.8% | +43.3% |
| 3Y | +114.5% | +30.3% | +84.1% | +84.7% |
| All | +114.5% | +30.3% | +84.2% | +84.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling