+626.0%
ADI vs RACE
+647.6%
-21.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.5% |
| 7D | +0.4% | -2.5% | +3.0% | +1.6% |
| 30D | -3.8% | +0.8% | -4.6% | -4.3% |
| 3M | -15.3% | +17.2% | -32.4% | -21.8% |
| 6M | +6.7% | +13.6% | -6.9% | -0.9% |
| YTD | +34.8% | +12.2% | +22.6% | +25.1% |
| 1Y | +49.0% | -16.3% | +65.3% | +57.3% |
| 3Y | +108.1% | +36.4% | +71.6% | +67.1% |
| 5Y | +142.4% | +95.0% | +47.5% | +60.8% |
| 10Y | +589.9% | +813.2% | -223.3% | +170.9% |
| All | +626.0% | +647.6% | -21.6% | +184.5% |
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 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