+651.5%
ADI vs SPXS
-99.6%
+751.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +3.8% |
| 7D | +4.6% | +2.5% | +2.1% | +5.8% |
| 30D | -1.2% | +4.2% | -5.4% | +0.8% |
| 3M | -7.8% | -9.3% | +1.5% | -10.4% |
| 6M | +19.3% | -30.7% | +50.0% | +5.0% |
| YTD | +40.9% | -28.1% | +69.0% | +26.9% |
| 1Y | +54.5% | -35.1% | +89.6% | +34.8% |
| 3Y | +123.4% | -79.6% | +203.0% | +39.3% |
| 5Y | +142.3% | -86.3% | +228.6% | +57.4% |
| All | +651.5% | -99.6% | +751.0% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling