+133.8%
ADI vs RACE
+64.4%
+69.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.4% |
| 7D | +9.5% | -1.2% | +10.7% | +10.0% |
| 30D | -1.4% | +6.1% | -7.5% | -4.0% |
| 3M | +4.7% | -0.3% | +5.0% | +4.5% |
| 6M | -7.4% | +23.4% | -30.9% | -17.2% |
| YTD | +48.1% | +12.5% | +35.5% | +37.3% |
| 1Y | +69.6% | -0.5% | +70.1% | +67.3% |
| 3Y | +144.4% | +23.6% | +120.7% | +99.1% |
| All | +133.8% | +64.4% | +69.4% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling