+249.5%
ADI vs U
-43.0%
+292.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.4% | -0.2% |
| 7D | +2.4% | +4.5% | -2.0% | +1.7% |
| 30D | -6.6% | -0.6% | -6.0% | -6.6% |
| 3M | -9.8% | +48.4% | -58.2% | -15.8% |
| 6M | +15.7% | +115.4% | -99.7% | +0.6% |
| YTD | +35.1% | -3.2% | +38.3% | +31.7% |
| 1Y | +47.7% | -6.0% | +53.7% | +43.4% |
| 3Y | +114.5% | +13.5% | +101.0% | +88.7% |
| 5Y | +141.2% | -68.0% | +209.2% | +132.2% |
| All | +249.5% | -43.0% | +292.5% | +209.6% |
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 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