+138.3%
ADI vs VRSK
-11.8%
+150.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +4.6% | -5.2% | +9.7% | +5.7% |
| 30D | -1.2% | -2.3% | +1.1% | -0.9% |
| 3M | -7.8% | -2.9% | -4.9% | -8.4% |
| 6M | +19.3% | -12.8% | +32.1% | +22.4% |
| YTD | +40.9% | -20.8% | +61.7% | +49.3% |
| 1Y | +54.5% | -33.2% | +87.7% | +75.4% |
| 3Y | +123.4% | -26.6% | +150.0% | +135.5% |
| All | +138.3% | -11.8% | +150.1% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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