+49.5%
ADI vs RIG
+81.3%
-31.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | +2.6% | -8.2% | +10.8% | +3.4% |
| 30D | -4.6% | -0.2% | -4.4% | -4.7% |
| 3M | -9.5% | -2.7% | -6.8% | -9.5% |
| 6M | +14.8% | -7.5% | +22.3% | +14.7% |
| YTD | +35.8% | +38.3% | -2.4% | +28.4% |
| All | +49.5% | +81.3% | -31.7% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 1y: compounded portfolio wealth divided by compounded RIG 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…
1y analysis · Full analysis span regression · 6 months rolling