+256.0%
ADI vs OPEN
-87.8%
+343.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.7% | +0.3% |
| 7D | -6.3% | -24.7% | +18.4% | -4.3% |
| 30D | -3.2% | -41.0% | +37.8% | +0.9% |
| 3M | +2.8% | -62.4% | +65.1% | +11.2% |
| 6M | -5.0% | -73.9% | +68.8% | +5.6% |
| YTD | +46.3% | -77.5% | +123.8% | +63.5% |
| 1Y | +71.6% | -83.6% | +155.2% | +96.3% |
| 3Y | +139.2% | -37.0% | +176.2% | +105.3% |
| 5Y | +136.4% | -93.3% | +229.7% | +129.4% |
| All | +256.0% | -87.8% | +343.8% | +205.1% |
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