+630.6%
ADI vs RACE
+738.3%
-107.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.2% |
| 7D | -4.4% | +3.9% | -8.3% | -6.2% |
| 30D | -2.8% | +7.4% | -10.3% | -6.2% |
| 3M | +1.5% | +1.6% | -0.1% | +0.4% |
| 6M | -4.7% | +23.3% | -28.0% | -15.5% |
| YTD | +46.8% | +14.7% | +32.2% | +33.8% |
| 1Y | +74.9% | +2.5% | +72.4% | +68.7% |
| 3Y | +147.4% | +28.0% | +119.5% | +101.0% |
| 5Y | +131.9% | +69.8% | +62.1% | +57.0% |
| 10Y | +630.6% | +734.9% | -104.3% | +181.0% |
| All | +630.6% | +738.3% | -107.7% | +181.0% |
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