+37,071.1%
ADI vs RVTY
+2,416.7%
+34,654.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.4% | +1.1% | -0.7% | 0.0% |
| 30D | -3.8% | +13.2% | -17.0% | -8.8% |
| 3M | -15.3% | +27.2% | -42.5% | -23.9% |
| 6M | +6.7% | +32.4% | -25.7% | -6.5% |
| YTD | +34.8% | +34.9% | -0.1% | +16.4% |
| 1Y | +49.0% | +52.4% | -3.3% | +21.8% |
| 3Y | +108.1% | +12.3% | +95.8% | +88.4% |
| 5Y | +142.4% | -30.8% | +173.3% | +163.3% |
| 10Y | +589.9% | +150.7% | +439.2% | +338.3% |
| All | +37,071.1% | +2,416.7% | +34,654.5% | +8,508.3% |
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