+10,993.7%
ADI vs O
+5,387.7%
+5,606.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +0.4% | -0.7% | +1.2% | +0.7% |
| 30D | -3.8% | -1.9% | -1.9% | -3.1% |
| 3M | -15.3% | +3.8% | -19.1% | -17.0% |
| 6M | +6.7% | -4.7% | +11.4% | +8.1% |
| YTD | +34.8% | +12.5% | +22.3% | +27.7% |
| 1Y | +49.0% | +10.8% | +38.2% | +42.0% |
| 3Y | +108.1% | +28.8% | +79.3% | +84.6% |
| 5Y | +142.4% | +13.2% | +129.2% | +125.7% |
| 10Y | +589.9% | +53.5% | +536.5% | +444.2% |
| All | +10,993.7% | +5,387.7% | +5,606.0% | +2,033.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling