+636.4%
ADI vs RVTY
+134.6%
+501.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.1% | +1.8% |
| 7D | +2.6% | -5.4% | +8.0% | +5.4% |
| 30D | -4.6% | +6.7% | -11.4% | -7.9% |
| 3M | -9.5% | +19.0% | -28.5% | -17.9% |
| 6M | +14.8% | +34.6% | -19.8% | -3.3% |
| YTD | +35.8% | +28.3% | +7.5% | +16.3% |
| 1Y | +48.9% | +46.0% | +2.9% | +18.3% |
| 3Y | +115.6% | +16.9% | +98.7% | +85.5% |
| 5Y | +135.1% | -32.9% | +168.0% | +168.1% |
| 10Y | +636.4% | +141.6% | +494.8% | +302.8% |
| All | +636.4% | +134.6% | +501.9% | +302.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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