+64.4%
ADI vs Q
+77.9%
-13.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.9% | +1.6% | +5.4% |
| 7D | -4.4% | +8.4% | -12.8% | -7.6% |
| 30D | -2.8% | -1.2% | -1.6% | -2.5% |
| 3M | +1.5% | -9.3% | +10.8% | +5.2% |
| 6M | -4.7% | -15.0% | +10.3% | +1.3% |
| YTD | +46.8% | +53.5% | -6.7% | +31.8% |
| 1Y | +74.9% | +35.9% | +39.0% | +56.8% |
| All | +64.4% | +77.9% | -13.5% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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