+651.5%
ADI vs RTX
+286.0%
+365.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +4.6% | -1.5% | +6.1% | +5.3% |
| 30D | -1.2% | -11.0% | +9.8% | +3.9% |
| 3M | -7.8% | +7.7% | -15.5% | -11.7% |
| 6M | +19.3% | -3.9% | +23.3% | +20.2% |
| YTD | +40.9% | +9.0% | +32.0% | +33.1% |
| 1Y | +54.5% | +27.3% | +27.2% | +34.9% |
| 3Y | +123.4% | +172.9% | -49.5% | +31.3% |
| 5Y | +142.3% | +165.2% | -22.9% | +41.0% |
| All | +651.5% | +286.0% | +365.5% | +269.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling