+628.6%
ADI vs RACE
+658.9%
-30.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.4% |
| 7D | -12.8% | +5.1% | -17.9% | -14.8% |
| 30D | -11.3% | +7.7% | -19.0% | -14.4% |
| 3M | -3.4% | +2.2% | -5.5% | -4.6% |
| 6M | -12.0% | +23.8% | -35.8% | -21.5% |
| YTD | +35.3% | +13.9% | +21.4% | +24.4% |
| 1Y | +58.1% | +3.8% | +54.3% | +51.9% |
| 3Y | +127.4% | +28.0% | +99.3% | +88.7% |
| 5Y | +114.6% | +64.9% | +49.7% | +53.7% |
| 10Y | +589.3% | +780.4% | -191.0% | +172.3% |
| All | +628.6% | +658.9% | -30.3% | +183.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling