+72.2%
ADI vs STRL
-26.3%
+98.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +15.0% | -6.4% | +5.4% |
| 7D | -4.4% | -13.3% | +8.9% | -2.4% |
| 30D | -2.8% | -43.3% | +40.5% | +7.0% |
| 3M | +1.5% | -46.9% | +48.4% | +12.8% |
| 6M | -4.7% | -65.6% | +60.9% | +12.9% |
| YTD | +46.8% | -5.1% | +51.9% | +48.5% |
| All | +72.2% | -26.3% | +98.5% | +81.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling