+37,205.6%
ADI vs SLB
+825.9%
+36,379.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -12.8% | -7.1% | -5.7% | -10.7% |
| 30D | -11.3% | +4.1% | -15.4% | -12.4% |
| 3M | -3.4% | -2.6% | -0.7% | -2.8% |
| 6M | -12.0% | -8.6% | -3.5% | -10.3% |
| YTD | +35.3% | +32.2% | +3.1% | +22.2% |
| 1Y | +58.1% | +40.7% | +17.4% | +39.8% |
| 3Y | +127.4% | -4.5% | +131.9% | +123.6% |
| 5Y | +114.6% | +66.4% | +48.2% | +67.4% |
| 10Y | +589.3% | -15.1% | +604.4% | +494.0% |
| All | +37,205.6% | +825.9% | +36,379.7% | +12,638.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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