+4,130.9%
ADI vs XLI
+1,121.5%
+3,009.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.2% |
| 7D | +0.4% | -1.1% | +1.5% | +1.5% |
| 30D | -3.8% | -5.9% | +2.2% | +2.6% |
| 3M | -15.3% | -0.3% | -15.0% | -14.7% |
| 6M | +6.7% | +0.1% | +6.6% | +7.3% |
| YTD | +34.8% | +13.6% | +21.2% | +18.6% |
| 1Y | +49.0% | +17.2% | +31.8% | +27.3% |
| 3Y | +108.1% | +68.2% | +39.9% | +25.0% |
| 5Y | +142.4% | +80.7% | +61.7% | +36.6% |
| 10Y | +589.9% | +253.3% | +336.6% | +91.8% |
| All | +4,130.9% | +1,121.5% | +3,009.3% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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