+227.9%
ADI vs OPEN
-70.7%
+298.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.6% |
| 7D | +0.4% | -4.3% | +4.7% | +0.8% |
| 30D | -3.8% | -16.2% | +12.4% | -2.4% |
| 3M | -15.3% | -36.4% | +21.1% | -12.2% |
| 6M | +6.7% | -35.5% | +42.1% | +9.9% |
| YTD | +34.8% | -46.0% | +80.7% | +40.3% |
| 1Y | +49.0% | -47.1% | +96.2% | +49.6% |
| 3Y | +108.1% | -19.0% | +127.1% | +77.7% |
| 5Y | +142.4% | -83.6% | +226.0% | +117.7% |
| All | +227.9% | -70.7% | +298.6% | +161.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling