+636.2%
ADI vs USB
+87.1%
+549.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -6.3% | +1.4% | -7.7% | -6.8% |
| 30D | -3.2% | +6.4% | -9.6% | -5.9% |
| 3M | +2.8% | -4.5% | +7.2% | +4.8% |
| 6M | -5.0% | +11.4% | -16.4% | -10.4% |
| YTD | +46.3% | +17.1% | +29.2% | +34.5% |
| 1Y | +71.6% | +32.6% | +39.1% | +48.8% |
| 3Y | +139.2% | +101.8% | +37.3% | +70.8% |
| 5Y | +136.4% | +25.1% | +111.3% | +104.0% |
| 10Y | +636.2% | +84.9% | +551.4% | +461.3% |
| All | +636.2% | +87.1% | +549.2% | +461.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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