+115.3%
ADI vs RTX
+161.5%
-46.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | +2.6% | -1.6% | +4.2% | +3.0% |
| 30D | -4.6% | -11.6% | +6.9% | -2.3% |
| 3M | -9.5% | +9.2% | -18.7% | -11.8% |
| 6M | +14.8% | -4.4% | +19.3% | +15.8% |
| YTD | +35.8% | +8.9% | +26.9% | +31.7% |
| 1Y | +48.9% | +32.1% | +16.8% | +35.7% |
| All | +115.3% | +161.5% | -46.2% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling