+131.1%
ADI vs SPOT
+111.2%
+19.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +1.3% | -6.9% | +8.2% | +2.8% |
| 30D | -6.0% | +4.1% | -10.1% | -7.0% |
| 3M | -7.7% | +3.7% | -11.4% | -9.0% |
| 6M | +14.0% | -1.6% | +15.6% | +12.9% |
| YTD | +34.4% | -10.2% | +44.6% | +35.0% |
| 1Y | +48.0% | -25.9% | +73.9% | +55.5% |
| 3Y | +113.3% | +235.6% | -122.3% | +44.5% |
| 5Y | +131.1% | +110.6% | +20.5% | +50.9% |
| All | +131.1% | +111.2% | +19.9% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling