+79.3%
ADI vs SO
+3.3%
+76.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.6% | -3.4% |
| 7D | -5.1% | +1.7% | -6.9% | -4.8% |
| 30D | -3.1% | +11.1% | -14.2% | -1.2% |
| 3M | +7.1% | +0.7% | +6.5% | +7.4% |
| 6M | +2.9% | -1.4% | +4.3% | +2.6% |
| YTD | +51.1% | +9.4% | +41.7% | +50.5% |
| 1Y | +79.3% | +3.7% | +75.6% | +84.2% |
| All | +79.3% | +3.3% | +76.0% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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