+79.3%
ADI vs U
+17.5%
+61.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.9% | -8.1% | -3.4% |
| 7D | -5.1% | +7.5% | -12.6% | -5.5% |
| 30D | -3.1% | -7.0% | +4.0% | -2.8% |
| 3M | +7.1% | +20.6% | -13.4% | +6.6% |
| 6M | +2.9% | +53.2% | -50.3% | +1.6% |
| YTD | +51.1% | -3.9% | +55.0% | +57.5% |
| 1Y | +79.3% | +18.4% | +60.9% | +78.6% |
| All | +79.3% | +17.5% | +61.8% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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