+109.1%
ADI vs ROIV
+200.3%
-91.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.3% |
| 7D | +0.4% | +0.6% | -0.2% | +0.3% |
| 30D | -3.8% | +1.0% | -4.7% | -4.0% |
| 3M | -15.3% | +18.3% | -33.5% | -17.8% |
| 6M | +6.7% | +18.3% | -11.6% | +3.0% |
| YTD | +34.8% | +61.0% | -26.2% | +21.8% |
| 1Y | +49.0% | +177.9% | -128.9% | +17.5% |
| All | +109.1% | +200.3% | -91.2% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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