+79.3%
ADI vs PR
+87.5%
-8.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.5% | +3.3% | -3.6% |
| 7D | -5.1% | -12.1% | +7.0% | -5.9% |
| 30D | -3.1% | +0.9% | -4.0% | -2.6% |
| 3M | +7.1% | +10.1% | -3.0% | +8.6% |
| 6M | +2.9% | +1.1% | +1.8% | +4.0% |
| YTD | +51.1% | +63.7% | -12.5% | +57.1% |
| 1Y | +79.3% | +87.0% | -7.7% | +97.8% |
| All | +79.3% | +87.5% | -8.2% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 1y: compounded portfolio wealth divided by compounded PR 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…
1y analysis · Full analysis span regression · 6 months rolling