+636.4%
ADI vs SPGI
+287.8%
+348.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +2.0% |
| 7D | +2.6% | -3.1% | +5.7% | +4.3% |
| 30D | -4.6% | +2.0% | -6.7% | -6.2% |
| 3M | -9.5% | +4.3% | -13.8% | -13.6% |
| 6M | +14.8% | -0.2% | +15.1% | +11.6% |
| YTD | +35.8% | -14.8% | +50.6% | +43.8% |
| 1Y | +48.9% | -18.5% | +67.5% | +61.3% |
| 3Y | +115.6% | +16.0% | +99.6% | +83.3% |
| 5Y | +135.1% | +2.2% | +132.9% | +113.3% |
| 10Y | +636.4% | +296.4% | +340.0% | +209.8% |
| All | +636.4% | +287.8% | +348.7% | +209.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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