+135.1%
ADI vs RIG
+64.1%
+71.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | +2.6% | -8.2% | +10.8% | +3.8% |
| 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% | +15.0% |
| YTD | +35.8% | +38.3% | -2.4% | +28.2% |
| 1Y | +48.9% | +81.8% | -32.9% | +34.6% |
| 3Y | +115.6% | -30.2% | +145.8% | +108.0% |
| 5Y | +135.1% | +59.9% | +75.2% | +103.8% |
| All | +135.1% | +64.1% | +71.0% | +103.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling