+79.3%
ADI vs XME
+5.2%
+74.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.7% |
| 7D | -5.1% | -5.5% | +0.3% | -2.5% |
| 30D | -3.1% | -11.1% | +8.0% | +2.6% |
| 3M | +7.1% | -11.1% | +18.3% | +13.0% |
| 6M | +2.9% | -18.0% | +20.9% | +12.6% |
| YTD | +51.1% | -7.4% | +58.5% | +52.4% |
| 1Y | +79.3% | +6.7% | +72.6% | +64.4% |
| All | +79.3% | +5.2% | +74.1% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling