+230.4%
ADI vs OPEN
-72.1%
+302.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | +2.6% | -2.9% | +5.5% | +2.9% |
| 30D | -4.6% | -13.8% | +9.2% | -3.4% |
| 3M | -9.5% | -30.9% | +21.4% | -6.9% |
| 6M | +14.8% | -40.9% | +55.8% | +19.2% |
| YTD | +35.8% | -48.5% | +84.4% | +42.0% |
| 1Y | +48.9% | -50.9% | +99.8% | +50.7% |
| 3Y | +115.6% | -20.6% | +136.2% | +84.2% |
| 5Y | +135.1% | -84.2% | +219.3% | +111.8% |
| All | +230.4% | -72.1% | +302.5% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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