+151.3%
ADI vs RIG
-19.4%
+170.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +13.4% | +4.3% | +9.1% | +12.5% |
| 30D | -1.3% | -5.8% | +4.5% | -0.5% |
| 3M | +6.8% | -6.7% | +13.5% | +7.5% |
| 6M | -1.9% | -18.7% | +16.8% | +0.7% |
| YTD | +52.3% | +28.8% | +23.5% | +40.7% |
| 1Y | +71.6% | +28.8% | +42.8% | +58.4% |
| All | +151.3% | -19.4% | +170.7% | +129.2% |
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