+114.5%
ADI vs SPOT
+230.8%
-116.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.5% |
| 7D | +2.4% | -2.9% | +5.3% | +2.7% |
| 30D | -6.6% | +8.3% | -14.9% | -7.5% |
| 3M | -9.8% | +5.1% | -14.9% | -10.5% |
| 6M | +15.7% | -6.5% | +22.1% | +16.5% |
| YTD | +35.1% | -9.0% | +44.1% | +36.5% |
| 1Y | +47.7% | -26.4% | +74.1% | +55.4% |
| 3Y | +114.5% | +240.0% | -125.6% | +75.7% |
| All | +114.5% | +230.8% | -116.3% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling