+651.5%
ADI vs SIRI
-10.2%
+661.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +3.9% | +4.6% |
| 7D | +4.6% | +0.6% | +4.0% | +4.4% |
| 30D | -1.2% | +2.5% | -3.7% | -1.9% |
| 3M | -7.8% | +6.6% | -14.4% | -10.0% |
| 6M | +19.3% | +32.9% | -13.5% | +9.0% |
| YTD | +40.9% | +50.5% | -9.5% | +23.8% |
| 1Y | +54.5% | +28.0% | +26.5% | +41.7% |
| 3Y | +123.4% | -22.4% | +145.8% | +122.4% |
| 5Y | +142.3% | -41.3% | +183.6% | +145.0% |
| All | +651.5% | -10.2% | +661.7% | +517.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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