+37,071.2%
ADI vs SLB
+966.6%
+36,104.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +0.4% | +0.8% | -0.4% | +0.1% |
| 30D | -3.8% | +15.8% | -19.6% | -8.4% |
| 3M | -15.3% | -0.3% | -14.9% | -15.8% |
| 6M | +6.7% | +21.3% | -14.7% | -0.6% |
| YTD | +34.8% | +52.3% | -17.5% | +16.5% |
| 1Y | +49.0% | +63.6% | -14.6% | +25.5% |
| 3Y | +108.1% | +3.8% | +104.3% | +98.9% |
| 5Y | +142.4% | +128.6% | +13.8% | +70.4% |
| 10Y | +589.9% | -3.1% | +593.0% | +470.1% |
| All | +37,071.2% | +966.6% | +36,104.5% | +12,047.3% |
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