+79.3%
ADI vs QS
-71.4%
+150.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.5% | -10.8% | -4.6% |
| 7D | -5.1% | +4.5% | -9.6% | -6.0% |
| 30D | -3.1% | -4.1% | +1.0% | -2.5% |
| 3M | +7.1% | -22.1% | +29.3% | +11.9% |
| 6M | +2.9% | -38.4% | +41.3% | +11.4% |
| YTD | +51.1% | -57.5% | +108.6% | +69.8% |
| 1Y | +79.3% | -71.3% | +150.6% | +114.1% |
| All | +79.3% | -71.4% | +150.7% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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