+332.4%
ADI vs REPL
-9.7%
+342.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.6% |
| 7D | +2.6% | -9.6% | +12.2% | +3.1% |
| 30D | -4.6% | +5.7% | -10.3% | -5.0% |
| 3M | -9.5% | +56.4% | -65.9% | -13.6% |
| 6M | +14.8% | +67.4% | -52.6% | +3.6% |
| YTD | +35.8% | +48.7% | -12.8% | +22.9% |
| 1Y | +48.9% | +148.3% | -99.3% | +25.6% |
| 3Y | +115.6% | -26.7% | +142.2% | +73.5% |
| 5Y | +135.1% | -54.1% | +189.2% | +93.2% |
| All | +332.4% | -9.7% | +342.1% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded REPL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling