+40,257.3%
ADI vs RVTY
+2,976.2%
+37,281.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | -6.3% | -2.7% | -3.6% | -5.0% |
| 30D | -3.2% | +3.2% | -6.4% | -4.3% |
| 3M | +2.8% | +37.2% | -34.4% | -10.4% |
| 6M | -5.0% | +57.7% | -62.7% | -22.5% |
| YTD | +46.3% | +64.8% | -18.5% | +15.8% |
| 1Y | +71.6% | +72.8% | -1.2% | +33.0% |
| 3Y | +139.2% | +89.8% | +49.4% | +74.9% |
| 5Y | +136.4% | -8.4% | +144.9% | +128.0% |
| 10Y | +636.2% | +219.5% | +416.8% | +321.9% |
| All | +40,257.3% | +2,976.2% | +37,281.1% | +8,462.3% |
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