+127.4%
ADI vs ROIV
+314.9%
-187.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.5% | -0.6% |
| 7D | -12.8% | +5.3% | -18.2% | -13.8% |
| 30D | -11.3% | +11.9% | -23.2% | -13.5% |
| 3M | -3.4% | +10.7% | -14.1% | -6.1% |
| 6M | -12.0% | +34.9% | -46.9% | -18.8% |
| YTD | +35.3% | +79.2% | -43.9% | +14.5% |
| 1Y | +58.1% | +89.0% | -30.9% | +30.8% |
| 3Y | +127.4% | +337.3% | -210.0% | +37.1% |
| All | +127.4% | +314.9% | -187.6% | +37.1% |
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