+371.0%
ADI vs SPOT
+227.0%
+144.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +2.3% |
| 7D | +0.4% | -0.9% | +1.4% | +0.6% |
| 30D | -3.8% | +12.5% | -16.3% | -6.7% |
| 3M | -15.3% | +9.9% | -25.2% | -17.8% |
| 6M | +6.7% | +1.6% | +5.1% | +4.5% |
| YTD | +34.8% | -6.6% | +41.4% | +33.7% |
| 1Y | +49.0% | -22.9% | +72.0% | +55.0% |
| 3Y | +108.1% | +244.3% | -136.2% | +38.4% |
| 5Y | +142.4% | +117.8% | +24.6% | +69.3% |
| All | +371.0% | +227.0% | +144.1% | +156.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling