+49.5%
ADI vs SPOT
-27.4%
+77.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.4% |
| 7D | +2.6% | -6.5% | +9.1% | +2.2% |
| 30D | -4.6% | +2.2% | -6.8% | -4.4% |
| 3M | -9.5% | +5.4% | -14.9% | -8.9% |
| 6M | +14.8% | -4.0% | +18.9% | +16.2% |
| YTD | +35.8% | -9.9% | +45.8% | +37.6% |
| All | +49.5% | -27.4% | +77.0% | +53.4% |
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