+270.3%
ADI vs OPEN
-87.3%
+357.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.2% | -0.2% | +3.6% |
| 7D | +0.7% | -31.1% | +31.8% | +3.8% |
| 30D | +0.7% | -34.7% | +35.4% | +4.0% |
| 3M | +6.5% | -61.9% | +68.4% | +15.1% |
| 6M | -2.7% | -71.9% | +69.2% | +7.5% |
| YTD | +52.2% | -76.6% | +128.8% | +69.5% |
| 1Y | +77.5% | -83.9% | +161.4% | +103.4% |
| 3Y | +148.8% | -34.4% | +183.1% | +112.8% |
| 5Y | +142.9% | -93.9% | +236.8% | +137.8% |
| All | +270.3% | -87.3% | +357.6% | +216.2% |
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