+611.3%
ADI vs RF
+334.9%
+276.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.8% |
| 7D | +2.4% | +2.7% | -0.2% | +1.3% |
| 30D | -6.6% | -3.4% | -3.2% | -5.2% |
| 3M | -9.8% | +6.4% | -16.2% | -12.5% |
| 6M | +15.7% | +13.4% | +2.3% | +8.9% |
| YTD | +35.1% | +14.2% | +20.9% | +26.5% |
| 1Y | +47.7% | +15.7% | +32.0% | +37.3% |
| 3Y | +114.5% | +91.3% | +23.1% | +59.2% |
| 5Y | +141.2% | +89.8% | +51.5% | +74.9% |
| 10Y | +611.3% | +336.7% | +274.6% | +256.2% |
| All | +611.3% | +334.9% | +276.4% | +256.2% |
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