+72.2%
ADI vs RACE
+3.0%
+69.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.4% |
| 7D | -4.4% | +3.9% | -8.3% | -4.9% |
| 30D | -2.8% | +7.4% | -10.3% | -3.9% |
| 3M | +1.5% | +1.6% | -0.1% | +1.3% |
| 6M | -4.7% | +23.3% | -28.0% | -8.6% |
| YTD | +46.8% | +14.7% | +32.2% | +42.1% |
| All | +72.2% | +3.0% | +69.2% | +77.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling