+579.4%
ADI vs USB
+92.8%
+486.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -12.8% | 0.0% | -12.8% | -12.8% |
| 30D | -11.3% | +5.8% | -17.2% | -13.7% |
| 3M | -3.4% | -6.0% | +2.6% | -0.8% |
| 6M | -12.0% | +7.8% | -19.8% | -15.7% |
| YTD | +35.3% | +14.6% | +20.7% | +25.6% |
| 1Y | +58.1% | +31.8% | +26.3% | +37.4% |
| 3Y | +127.4% | +91.5% | +35.8% | +66.2% |
| 5Y | +114.6% | +22.0% | +92.5% | +87.2% |
| All | +579.4% | +92.8% | +486.5% | +439.2% |
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