+37,696.5%
ADI vs STRL
+10,012.8%
+27,683.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.5% |
| 7D | -12.8% | -26.9% | +14.1% | -11.3% |
| 30D | -11.3% | -52.7% | +41.3% | -7.6% |
| 3M | -3.4% | -52.8% | +49.5% | +0.7% |
| 6M | -12.0% | -71.5% | +59.5% | -6.0% |
| YTD | +35.3% | -17.4% | +52.7% | +35.4% |
| 1Y | +58.1% | -35.0% | +93.0% | +60.1% |
| 3Y | +127.4% | +239.2% | -111.9% | +109.6% |
| 5Y | +114.6% | +830.2% | -715.6% | +88.0% |
| 10Y | +589.3% | +3,574.7% | -2,985.4% | +464.6% |
| All | +37,696.5% | +10,012.8% | +27,683.7% | +26,176.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling