+144.4%
ADI vs VRSN
+53.7%
+90.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -2.9% | -2.8% |
| 7D | +9.5% | +1.4% | +8.1% | +9.2% |
| 30D | -1.4% | +3.9% | -5.2% | -2.0% |
| 3M | +4.7% | +9.3% | -4.6% | +3.1% |
| 6M | -7.4% | +6.7% | -14.1% | -8.3% |
| YTD | +48.1% | +30.0% | +18.0% | +37.3% |
| 1Y | +69.6% | +26.0% | +43.6% | +59.2% |
| 3Y | +144.4% | +53.1% | +91.2% | +90.4% |
| All | +144.4% | +53.7% | +90.7% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling