+620.2%
ADI vs RUN
+68.6%
+551.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.0% |
| 7D | +9.5% | -13.5% | +23.0% | +11.6% |
| 30D | -1.4% | +18.3% | -19.7% | -4.6% |
| 3M | +4.7% | -12.5% | +17.2% | +5.7% |
| 6M | -7.4% | -40.3% | +32.9% | -1.7% |
| YTD | +48.1% | -53.1% | +101.2% | +58.8% |
| 1Y | +69.6% | -54.3% | +123.9% | +82.1% |
| 3Y | +144.4% | -6.5% | +150.9% | +96.5% |
| 5Y | +134.1% | -85.3% | +219.4% | +137.8% |
| All | +620.2% | +68.6% | +551.6% | +306.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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