+36,943.9%
ADI vs USB
+8,119.9%
+28,824.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -2.1% | -9.0% | -10.4% |
| 7D | -16.7% | -1.5% | -15.2% | -16.2% |
| 30D | -14.2% | +4.3% | -18.5% | -15.5% |
| 3M | -4.1% | -6.1% | +1.9% | -2.1% |
| 6M | -10.3% | +9.4% | -19.7% | -13.6% |
| YTD | +34.3% | +15.2% | +19.1% | +26.9% |
| 1Y | +54.9% | +32.8% | +22.1% | +39.2% |
| 3Y | +125.3% | +91.3% | +34.0% | +78.4% |
| 5Y | +113.1% | +22.7% | +90.4% | +91.5% |
| 10Y | +584.5% | +97.0% | +487.5% | +406.7% |
| All | +36,943.9% | +8,119.9% | +28,824.0% | +8,709.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling