+278.5%
ADI vs U
-32.9%
+311.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | 0.0% |
| 7D | -6.3% | +24.4% | -30.7% | -9.9% |
| 30D | -3.2% | +7.4% | -10.6% | -4.8% |
| 3M | +2.8% | +16.8% | -14.0% | -0.5% |
| 6M | -5.0% | +78.8% | -83.8% | -14.8% |
| YTD | +46.3% | +14.0% | +32.4% | +37.9% |
| 1Y | +71.6% | +16.7% | +54.9% | +60.7% |
| 3Y | +139.2% | +86.4% | +52.8% | +93.1% |
| 5Y | +136.4% | -71.5% | +207.9% | +128.7% |
| All | +278.5% | -32.9% | +311.4% | +224.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling