+651.5%
ADI vs ON
+655.4%
-3.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.5% | -3.7% | +0.7% |
| 7D | +4.6% | +2.4% | +2.2% | +3.2% |
| 30D | -1.2% | -8.6% | +7.4% | +3.1% |
| 3M | -7.8% | -34.3% | +26.5% | +10.3% |
| 6M | +19.3% | +28.5% | -9.2% | +0.8% |
| YTD | +40.9% | +40.6% | +0.3% | +13.3% |
| 1Y | +54.5% | +55.3% | -0.8% | +17.1% |
| 3Y | +123.4% | -22.2% | +145.6% | +118.9% |
| 5Y | +142.3% | +62.4% | +79.9% | +52.2% |
| All | +651.5% | +655.4% | -3.9% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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