+79.3%
ADI vs STM
+92.4%
-13.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.1% | +2.8% | -0.5% |
| 7D | -5.1% | -6.0% | +0.9% | -2.5% |
| 30D | -3.1% | -20.9% | +17.9% | +7.2% |
| 3M | +7.1% | -15.8% | +22.9% | +14.8% |
| 6M | +2.9% | -17.0% | +20.0% | +8.5% |
| YTD | +51.1% | +76.8% | -25.7% | +9.3% |
| 1Y | +79.3% | +96.5% | -17.2% | +21.4% |
| All | +79.3% | +92.4% | -13.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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