+114.3%
ADI vs U
-66.8%
+181.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.8% | -0.2% |
| 7D | -12.8% | +36.6% | -49.4% | -17.6% |
| 30D | -11.3% | +13.3% | -24.7% | -13.6% |
| 3M | -3.4% | +26.2% | -29.5% | -7.7% |
| 6M | -12.0% | +88.7% | -100.8% | -22.0% |
| YTD | +35.3% | +16.6% | +18.7% | +27.0% |
| 1Y | +58.1% | +29.0% | +29.1% | +45.2% |
| 3Y | +127.4% | +99.5% | +27.9% | +79.6% |
| All | +114.3% | -66.8% | +181.0% | +106.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling