+37,205.6%
ADI vs STT
+6,268.9%
+30,936.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -12.8% | -2.5% | -10.4% | -11.9% |
| 30D | -11.3% | -5.0% | -6.4% | -9.5% |
| 3M | -3.4% | -10.5% | +7.1% | +0.7% |
| 6M | -12.0% | +10.0% | -22.0% | -15.0% |
| YTD | +35.3% | +30.7% | +4.6% | +22.6% |
| 1Y | +58.1% | +43.8% | +14.3% | +38.5% |
| 3Y | +127.4% | +168.1% | -40.7% | +59.9% |
| 5Y | +114.6% | +101.4% | +13.2% | +63.2% |
| 10Y | +589.3% | +211.3% | +378.0% | +333.2% |
| All | +37,205.6% | +6,268.9% | +30,936.7% | +6,383.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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