+79.3%
ADI vs SN
+156.5%
-77.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.1% | -7.3% | -4.2% |
| 7D | -5.1% | +10.6% | -15.8% | -7.5% |
| 30D | -3.1% | +20.0% | -23.1% | -7.4% |
| 3M | +7.1% | +30.4% | -23.2% | -0.1% |
| 6M | +2.9% | +91.0% | -88.1% | -14.6% |
| YTD | +51.1% | +95.9% | -44.8% | +21.2% |
| 1Y | +79.3% | +158.9% | -79.6% | +28.6% |
| All | +79.3% | +156.5% | -77.1% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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