-27.9%
ADPT vs SPY
+187.5%
-215.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -0.9% |
| 7D | +3.8% | +2.6% | +1.2% | -0.1% |
| 30D | +13.3% | -2.0% | +15.3% | +17.2% |
| 3M | +18.7% | -2.8% | +21.5% | +24.0% |
| 6M | +121.2% | +2.1% | +119.0% | +114.6% |
| YTD | +78.8% | +11.5% | +67.3% | +51.5% |
| 1Y | +105.4% | +13.5% | +91.9% | +69.3% |
| 3Y | +740.5% | +77.7% | +662.8% | +260.0% |
| 5Y | -12.6% | +72.6% | -85.2% | -58.7% |
| All | -27.9% | +187.5% | -215.5% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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