+651.5%
ADI vs RUN
+42.2%
+609.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.0% |
| 7D | +4.6% | -3.7% | +8.3% | +5.1% |
| 30D | -1.2% | -13.0% | +11.8% | +0.7% |
| 3M | -7.8% | -31.8% | +24.0% | -2.9% |
| 6M | +19.3% | -32.2% | +51.6% | +25.0% |
| YTD | +40.9% | -53.5% | +94.4% | +52.6% |
| 1Y | +54.5% | -46.5% | +101.0% | +62.3% |
| 3Y | +123.4% | -37.6% | +161.0% | +93.0% |
| 5Y | +142.3% | -80.9% | +223.2% | +134.5% |
| All | +651.5% | +42.2% | +609.3% | +345.0% |
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