+369.7%
ADI vs SPOT
+214.5%
+155.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +1.3% | -6.9% | +8.2% | +3.0% |
| 30D | -6.0% | +4.1% | -10.1% | -7.1% |
| 3M | -7.7% | +3.7% | -11.4% | -9.2% |
| 6M | +14.0% | -1.6% | +15.6% | +12.6% |
| YTD | +34.4% | -10.2% | +44.6% | +34.5% |
| 1Y | +48.0% | -25.9% | +73.9% | +55.3% |
| 3Y | +113.3% | +235.6% | -122.3% | +42.6% |
| 5Y | +131.1% | +110.6% | +20.5% | +62.6% |
| All | +369.7% | +214.5% | +155.3% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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