+131.1%
ADI vs SPXU
-85.5%
+216.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.9% | -0.2% |
| 7D | +1.3% | +6.4% | -5.0% | +4.4% |
| 30D | -6.0% | +5.9% | -11.9% | -3.2% |
| 3M | -7.7% | -11.7% | +3.9% | -11.6% |
| 6M | +14.0% | -28.7% | +42.7% | +0.6% |
| YTD | +34.4% | -26.4% | +60.7% | +21.3% |
| 1Y | +48.0% | -35.2% | +83.2% | +27.5% |
| 3Y | +113.3% | -79.8% | +193.1% | +28.4% |
| 5Y | +131.1% | -86.1% | +217.1% | +49.0% |
| All | +131.1% | -85.5% | +216.6% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling