+77.5%
ADI vs SPOT
-1.8%
+79.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +4.1% |
| 7D | +0.7% | -3.0% | +3.7% | +0.2% |
| 30D | +0.7% | +15.2% | -14.5% | +2.9% |
| 3M | +6.5% | +21.6% | -15.1% | +9.5% |
| 6M | -2.7% | +45.2% | -47.9% | +0.7% |
| YTD | +52.2% | +4.9% | +47.3% | +58.3% |
| 1Y | +77.5% | -4.8% | +82.2% | +88.9% |
| All | +77.5% | -1.8% | +79.3% | +88.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling