+79.3%
ADI vs SE
-48.0%
+127.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.5% | -7.7% | -3.6% |
| 7D | -5.1% | +6.7% | -11.8% | -5.6% |
| 30D | -3.1% | -17.2% | +14.1% | -1.7% |
| 3M | +7.1% | -28.0% | +35.2% | +9.7% |
| 6M | +2.9% | -6.1% | +9.0% | +1.9% |
| YTD | +51.1% | -37.1% | +88.3% | +61.1% |
| 1Y | +79.3% | -48.8% | +128.1% | +101.9% |
| All | +79.3% | -48.0% | +127.3% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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