+651.5%
ADI vs XEL
+151.6%
+499.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -0.3% | +4.9% | +4.7% |
| 30D | -1.2% | -3.9% | +2.8% | +0.1% |
| 3M | -7.8% | -2.8% | -5.0% | -7.2% |
| 6M | +19.3% | -5.4% | +24.7% | +21.0% |
| YTD | +40.9% | +3.8% | +37.2% | +38.4% |
| 1Y | +54.5% | +6.8% | +47.7% | +49.8% |
| 3Y | +123.4% | +45.6% | +77.8% | +89.6% |
| 5Y | +142.3% | +30.7% | +111.6% | +112.7% |
| All | +651.5% | +151.6% | +499.9% | +501.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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