+653.2%
ADI vs RACE
+741.5%
-88.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +0.7% | -3.9% | +4.6% | +2.8% |
| 30D | +0.7% | +6.8% | -6.1% | -2.5% |
| 3M | +6.5% | +1.3% | +5.2% | +5.4% |
| 6M | -2.7% | +26.3% | -28.9% | -14.7% |
| YTD | +52.2% | +13.8% | +38.4% | +39.2% |
| 1Y | +77.5% | -0.5% | +77.9% | +73.9% |
| 3Y | +148.8% | +25.6% | +123.1% | +104.1% |
| 5Y | +142.9% | +67.6% | +75.3% | +65.6% |
| 10Y | +653.2% | +724.7% | -71.5% | +197.5% |
| All | +653.2% | +741.5% | -88.3% | +197.5% |
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