+123.4%
ADI vs SPXS
-79.6%
+203.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +3.6% |
| 7D | +4.6% | +2.5% | +2.1% | +6.0% |
| 30D | -1.2% | +4.2% | -5.4% | +1.3% |
| 3M | -7.8% | -9.3% | +1.5% | -11.1% |
| 6M | +19.3% | -30.7% | +50.0% | +2.1% |
| YTD | +40.9% | -28.1% | +69.0% | +23.9% |
| 1Y | +54.5% | -35.1% | +89.6% | +30.6% |
| 3Y | +123.4% | -79.6% | +203.0% | +28.9% |
| All | +123.4% | -79.6% | +203.0% | +28.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling