+48.0%
ADI vs SBAC
-2.7%
+50.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -1.2% |
| 7D | +1.3% | -5.3% | +6.6% | +1.0% |
| 30D | -6.0% | +0.4% | -6.3% | -5.9% |
| 3M | -7.7% | -11.9% | +4.2% | -7.6% |
| 6M | +14.0% | -4.5% | +18.4% | +15.2% |
| YTD | +34.4% | -4.3% | +38.7% | +35.7% |
| 1Y | +48.0% | -3.9% | +51.8% | +50.9% |
| All | +48.0% | -2.7% | +50.6% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling