+133.8%
ADI vs SPOT
+117.4%
+16.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.4% | -5.1% | -3.2% |
| 7D | +9.5% | +1.6% | +7.9% | +9.1% |
| 30D | -1.4% | +16.9% | -18.3% | -4.6% |
| 3M | +4.7% | +23.0% | -18.2% | -0.3% |
| 6M | -7.4% | +42.2% | -49.6% | -15.5% |
| YTD | +48.1% | +5.5% | +42.6% | +43.2% |
| 1Y | +69.6% | -5.1% | +74.7% | +68.5% |
| 3Y | +144.4% | +257.9% | -113.5% | +61.9% |
| All | +133.8% | +117.4% | +16.4% | +53.2% |
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