+114.2%
ADI vs RIG
-30.6%
+144.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.5% |
| 7D | +2.4% | -2.7% | +5.2% | +2.9% |
| 30D | -6.6% | +9.5% | -16.1% | -8.2% |
| 3M | -9.8% | -6.6% | -3.2% | -9.1% |
| 6M | +15.7% | -2.9% | +18.5% | +14.7% |
| YTD | +35.1% | +39.5% | -4.3% | +24.0% |
| 1Y | +47.7% | +82.3% | -34.6% | +27.2% |
| All | +114.2% | -30.6% | +144.8% | +92.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling