+653.2%
ADI vs XRT
+145.8%
+507.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +0.7% | -1.4% | +2.1% | +1.9% |
| 30D | +0.7% | +9.8% | -9.1% | -5.5% |
| 3M | +6.5% | +3.3% | +3.2% | +3.7% |
| 6M | -2.7% | +13.6% | -16.3% | -11.3% |
| YTD | +52.2% | +9.1% | +43.1% | +42.4% |
| 1Y | +77.5% | +15.1% | +62.4% | +60.5% |
| 3Y | +148.8% | +59.9% | +88.8% | +82.8% |
| 5Y | +142.9% | -1.7% | +144.6% | +134.5% |
| 10Y | +653.2% | +141.1% | +512.1% | +241.1% |
| All | +653.2% | +145.8% | +507.4% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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