+147.9%
ADI vs PL
+81.7%
+66.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | +2.4% | -7.5% | +10.0% | +3.4% |
| 30D | -6.6% | -25.6% | +19.0% | -3.2% |
| 3M | -9.8% | -45.6% | +35.8% | -3.5% |
| 6M | +15.7% | -29.5% | +45.2% | +17.9% |
| YTD | +35.1% | -9.7% | +44.8% | +32.2% |
| 1Y | +47.7% | +84.4% | -36.7% | +29.3% |
| 3Y | +114.5% | +550.0% | -435.5% | +40.9% |
| 5Y | +141.2% | +79.0% | +62.2% | +72.6% |
| All | +147.9% | +81.7% | +66.1% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling