+131.9%
ADI vs OPEN
-93.7%
+225.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.8% | +8.5% |
| 7D | -4.4% | -21.7% | +17.3% | -2.6% |
| 30D | -2.8% | -36.5% | +33.6% | +0.6% |
| 3M | +1.5% | -59.5% | +61.1% | +9.4% |
| 6M | -4.7% | -71.9% | +67.2% | +5.5% |
| YTD | +46.8% | -75.8% | +122.6% | +63.4% |
| 1Y | +74.9% | -78.5% | +153.4% | +95.5% |
| 3Y | +147.4% | -30.2% | +177.6% | +107.2% |
| 5Y | +131.9% | -93.3% | +225.2% | +138.4% |
| All | +131.9% | -93.7% | +225.6% | +138.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling