+54.5%
ADI vs RVMD
+375.0%
-320.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.6% | +4.8% |
| 7D | +4.6% | -3.0% | +7.5% | +4.7% |
| 30D | -1.2% | -0.7% | -0.4% | -1.1% |
| 3M | -7.8% | +36.5% | -44.4% | -9.0% |
| 6M | +19.3% | +104.6% | -85.3% | +15.0% |
| YTD | +40.9% | +155.8% | -114.9% | +33.0% |
| 1Y | +54.5% | +340.7% | -286.2% | +33.3% |
| All | +54.5% | +375.0% | -320.5% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling