+653.2%
ADI vs RF
+241.0%
+412.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +0.7% | -1.3% | +2.0% | +1.5% |
| 30D | +0.7% | +4.6% | -3.9% | -1.2% |
| 3M | +6.5% | -8.4% | +14.9% | +10.6% |
| 6M | -2.7% | +8.9% | -11.5% | -6.8% |
| YTD | +52.2% | +8.8% | +43.4% | +45.4% |
| 1Y | +77.5% | +18.9% | +58.5% | +63.1% |
| 3Y | +148.8% | +116.0% | +32.8% | +76.4% |
| 5Y | +142.9% | +46.0% | +96.8% | +96.3% |
| 10Y | +653.2% | +231.7% | +421.5% | +320.0% |
| All | +653.2% | +241.0% | +412.2% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 10y: compounded portfolio wealth divided by compounded RF 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…
10y analysis · Full analysis span regression · 6 months rolling