+382.9%
ADI vs SE
+569.0%
-186.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +1.3% |
| 7D | +2.6% | -3.6% | +6.3% | +3.4% |
| 30D | -4.6% | -5.3% | +0.7% | -3.9% |
| 3M | -9.5% | +28.1% | -37.6% | -14.6% |
| 6M | +14.8% | +20.7% | -5.8% | +8.9% |
| YTD | +35.8% | -14.8% | +50.6% | +37.4% |
| 1Y | +48.9% | -43.6% | +92.5% | +63.5% |
| 3Y | +115.6% | +184.2% | -68.6% | +64.4% |
| 5Y | +135.1% | -66.3% | +201.4% | +151.9% |
| All | +382.9% | +569.0% | -186.1% | +176.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling