+653.2%
ADI vs STZ
+12.8%
+640.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.3% |
| 7D | +0.7% | -0.9% | +1.6% | +1.1% |
| 30D | +0.7% | +14.9% | -14.2% | -4.3% |
| 3M | +6.5% | +8.4% | -1.9% | +2.8% |
| 6M | -2.7% | +2.8% | -5.5% | -5.0% |
| YTD | +52.2% | +7.5% | +44.7% | +44.3% |
| 1Y | +77.5% | +12.5% | +64.9% | +65.0% |
| 3Y | +148.8% | -35.4% | +184.2% | +180.8% |
| 5Y | +142.9% | -29.3% | +172.2% | +162.6% |
| 10Y | +653.2% | +11.8% | +641.4% | +574.6% |
| All | +653.2% | +12.8% | +640.4% | +574.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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