+133.8%
ADI vs ROIV
+380.3%
-246.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.6% |
| 7D | +9.5% | +1.7% | +7.8% | +9.2% |
| 30D | -1.4% | +17.6% | -19.0% | -3.5% |
| 3M | +4.7% | +9.0% | -4.2% | +3.1% |
| 6M | -7.4% | +35.3% | -42.7% | -11.7% |
| YTD | +48.1% | +82.2% | -34.1% | +35.0% |
| 1Y | +69.6% | +92.3% | -22.6% | +53.3% |
| 3Y | +144.4% | +336.8% | -192.4% | +96.3% |
| All | +133.8% | +380.3% | -246.5% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling