+41,876.5%
ADI vs RVTY
+2,959.8%
+38,916.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +4.2% |
| 7D | +0.7% | -0.7% | +1.4% | +1.3% |
| 30D | +0.7% | +1.7% | -1.0% | +0.1% |
| 3M | +6.5% | +36.8% | -30.3% | -7.0% |
| 6M | -2.7% | +60.1% | -62.8% | -21.1% |
| YTD | +52.2% | +64.0% | -11.8% | +20.7% |
| 1Y | +77.5% | +68.2% | +9.2% | +39.1% |
| 3Y | +148.8% | +88.8% | +60.0% | +82.3% |
| 5Y | +142.9% | -10.5% | +153.4% | +136.5% |
| 10Y | +653.2% | +219.7% | +433.5% | +331.6% |
| All | +41,876.5% | +2,959.8% | +38,916.7% | +8,824.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling