+48.0%
ADI vs SPGI
-20.0%
+68.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -1.3% |
| 7D | +1.3% | -8.9% | +10.2% | +0.1% |
| 30D | -6.0% | +0.6% | -6.6% | -5.9% |
| 3M | -7.7% | +2.0% | -9.7% | -7.2% |
| 6M | +14.0% | +0.1% | +13.9% | +14.9% |
| YTD | +34.4% | -16.4% | +50.8% | +39.2% |
| 1Y | +48.0% | -18.9% | +66.9% | +51.4% |
| All | +48.0% | -20.0% | +68.0% | +51.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling