+167.3%
ADI vs RGTI
+54.2%
+113.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +4.8% |
| 7D | +4.6% | +0.5% | +4.1% | +4.5% |
| 30D | -1.2% | -17.1% | +15.9% | -0.1% |
| 3M | -7.8% | -26.0% | +18.2% | -6.4% |
| 6M | +19.3% | -9.9% | +29.2% | +18.8% |
| YTD | +40.9% | -31.1% | +72.0% | +41.8% |
| 1Y | +54.5% | -8.5% | +63.0% | +51.0% |
| 3Y | +123.4% | +652.2% | -528.8% | +67.2% |
| 5Y | +142.3% | +56.8% | +85.5% | +101.5% |
| All | +167.3% | +54.2% | +113.0% | +117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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