+113.1%
ADI vs SPMO
+154.5%
-41.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | +0.9% |
| 7D | +1.3% | +0.1% | +1.3% | +1.2% |
| 30D | -6.0% | -0.7% | -5.3% | -5.3% |
| 3M | -7.7% | +2.8% | -10.6% | -10.4% |
| 6M | +14.0% | +24.4% | -10.5% | -10.2% |
| YTD | +34.4% | +24.2% | +10.2% | +5.8% |
| 1Y | +48.0% | +24.5% | +23.5% | +16.2% |
| All | +113.1% | +154.5% | -41.4% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling