+171.6%
ADI vs PL
+40.9%
+130.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.7% |
| 7D | +9.5% | +10.0% | -0.6% | +8.1% |
| 30D | -1.4% | -2.3% | +0.9% | -1.1% |
| 3M | +4.7% | -44.2% | +48.9% | +12.1% |
| 6M | -7.4% | -66.1% | +58.7% | +4.1% |
| YTD | +48.1% | -30.0% | +78.0% | +49.0% |
| 1Y | +69.6% | +21.0% | +48.6% | +57.4% |
| 3Y | +144.4% | +516.5% | -372.2% | +60.8% |
| 5Y | +134.1% | +32.0% | +102.1% | +72.8% |
| All | +171.6% | +40.9% | +130.7% | +100.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling