+49.5%
ADI vs ON
+45.9%
+3.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.6% |
| 7D | +2.6% | -1.9% | +4.5% | +3.4% |
| 30D | -4.6% | -11.0% | +6.4% | +0.4% |
| 3M | -9.5% | -39.3% | +29.8% | +10.8% |
| 6M | +14.8% | +19.8% | -5.0% | +1.0% |
| YTD | +35.8% | +31.1% | +4.7% | +14.1% |
| All | +49.5% | +45.9% | +3.6% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling