+270.5%
ADI vs OPEN
-88.5%
+359.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.5% | +9.6% | +0.9% |
| 7D | +13.4% | -31.0% | +44.4% | +16.8% |
| 30D | -1.3% | -41.5% | +40.2% | +2.9% |
| 3M | +6.8% | -64.6% | +71.4% | +16.2% |
| 6M | -1.9% | -73.8% | +71.9% | +9.0% |
| YTD | +52.3% | -78.8% | +131.1% | +71.0% |
| 1Y | +71.6% | -86.8% | +158.5% | +100.2% |
| 3Y | +148.9% | -40.6% | +189.5% | +114.7% |
| 5Y | +140.8% | -94.7% | +235.4% | +138.2% |
| All | +270.5% | -88.5% | +359.0% | +219.0% |
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