+630.6%
ADI vs STRL
+4,310.8%
-3,680.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +15.0% | -6.4% | +5.1% |
| 7D | -4.4% | -13.3% | +8.9% | -1.9% |
| 30D | -2.8% | -43.3% | +40.5% | +9.4% |
| 3M | +1.5% | -46.9% | +48.4% | +15.6% |
| 6M | -4.7% | -65.6% | +60.9% | +17.7% |
| YTD | +46.8% | -5.1% | +51.9% | +38.5% |
| 1Y | +74.9% | -23.1% | +98.0% | +72.1% |
| 3Y | +147.4% | +346.8% | -199.4% | +50.4% |
| 5Y | +131.9% | +907.2% | -775.3% | +10.9% |
| 10Y | +630.6% | +3,988.2% | -3,357.6% | +160.2% |
| All | +630.6% | +4,310.8% | -3,680.2% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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