+40,736.5%
ADI vs RTX
+10,413.0%
+30,323.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +4.8% | +4.7% | +7.0% |
| 30D | -1.4% | +6.5% | -7.9% | -4.4% |
| 3M | +4.7% | -9.6% | +14.4% | +10.0% |
| 6M | -7.4% | +12.3% | -19.8% | -13.9% |
| YTD | +48.1% | +9.5% | +38.6% | +38.4% |
| 1Y | +69.6% | +15.8% | +53.8% | +53.9% |
| 3Y | +144.4% | +157.0% | -12.6% | +42.8% |
| 5Y | +134.1% | +148.8% | -14.7% | +35.9% |
| 10Y | +632.8% | +264.0% | +368.7% | +227.4% |
| All | +40,736.5% | +10,413.0% | +30,323.4% | +3,942.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling