+636.2%
ADI vs RACE
+740.2%
-104.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | 0.0% |
| 7D | -6.3% | +0.2% | -6.5% | -6.4% |
| 30D | -3.2% | +6.6% | -9.8% | -6.2% |
| 3M | +2.8% | +2.2% | +0.5% | +1.3% |
| 6M | -5.0% | +22.4% | -27.4% | -15.5% |
| YTD | +46.3% | +13.8% | +32.5% | +33.8% |
| 1Y | +71.6% | +2.2% | +69.4% | +65.8% |
| 3Y | +139.2% | +25.6% | +113.5% | +96.2% |
| 5Y | +136.4% | +71.0% | +65.4% | +59.4% |
| 10Y | +636.2% | +739.1% | -102.9% | +186.6% |
| All | +636.2% | +740.2% | -104.0% | +186.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling