+147.4%
ADI vs PL
+544.4%
-396.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +14.5% | -5.9% | +6.8% |
| 7D | -4.4% | +10.9% | -15.3% | -5.6% |
| 30D | -2.8% | -16.4% | +13.5% | -1.1% |
| 3M | +1.5% | -39.9% | +41.5% | +6.9% |
| 6M | -4.7% | -63.2% | +58.5% | +4.6% |
| YTD | +46.8% | -27.1% | +74.0% | +47.4% |
| 1Y | +74.9% | +12.2% | +62.7% | +65.6% |
| 3Y | +147.4% | +584.3% | -436.8% | +63.8% |
| All | +147.4% | +544.4% | -396.9% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling