+1,882.2%
ADI vs VRSK
+585.1%
+1,297.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | +1.3% | -7.7% | +9.1% | +4.7% |
| 30D | -6.0% | -2.8% | -3.1% | -5.2% |
| 3M | -7.7% | -3.7% | -4.0% | -8.1% |
| 6M | +14.0% | -12.8% | +26.7% | +17.3% |
| YTD | +34.4% | -21.0% | +55.4% | +44.1% |
| 1Y | +48.0% | -32.5% | +80.4% | +70.4% |
| 3Y | +113.3% | -26.5% | +139.8% | +129.0% |
| 5Y | +131.1% | -11.5% | +142.6% | +120.3% |
| 10Y | +628.7% | +125.7% | +503.1% | +340.8% |
| All | +1,882.2% | +585.1% | +1,297.1% | +692.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling