+4,039.1%
ADI vs PWR
+8,583.6%
-4,544.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +0.4% | +3.6% | -3.2% | -0.5% |
| 30D | -3.8% | -8.6% | +4.8% | -1.5% |
| 3M | -15.3% | -13.2% | -2.1% | -12.2% |
| 6M | +6.7% | +9.9% | -3.2% | +3.5% |
| YTD | +34.8% | +48.0% | -13.3% | +20.2% |
| 1Y | +49.0% | +66.2% | -17.1% | +28.5% |
| 3Y | +108.1% | +195.1% | -87.0% | +51.4% |
| 5Y | +142.4% | +442.6% | -300.1% | +49.1% |
| 10Y | +589.9% | +2,334.2% | -1,744.3% | +185.9% |
| All | +4,039.1% | +8,583.6% | -4,544.5% | +793.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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