+54.5%
ADI vs SPXU
-36.3%
+90.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.4% | +7.3% | +3.5% |
| 7D | +4.6% | +2.5% | +2.1% | +6.1% |
| 30D | -1.2% | +4.2% | -5.4% | +1.3% |
| 3M | -7.8% | -9.3% | +1.4% | -11.1% |
| 6M | +19.3% | -30.7% | +50.0% | +2.7% |
| YTD | +40.9% | -28.1% | +69.1% | +24.4% |
| 1Y | +54.5% | -35.2% | +89.7% | +31.4% |
| All | +54.5% | -36.3% | +90.8% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling