+640.7%
ADI vs RVTY
+216.9%
+423.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.4% |
| 7D | +13.4% | +4.1% | +9.3% | +11.3% |
| 30D | -1.3% | +1.3% | -2.6% | -1.8% |
| 3M | +6.8% | +33.3% | -26.5% | -7.9% |
| 6M | -1.9% | +58.3% | -60.2% | -23.3% |
| YTD | +52.3% | +62.7% | -10.4% | +15.4% |
| 1Y | +71.6% | +67.2% | +4.4% | +28.0% |
| 3Y | +148.9% | +87.3% | +61.6% | +68.8% |
| 5Y | +140.8% | -13.4% | +154.2% | +141.5% |
| All | +640.7% | +216.9% | +423.8% | +253.9% |
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