+977.1%
BE vs ADI
+333.9%
+643.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.3% |
| 7D | +23.9% | +2.6% | +21.3% | +21.1% |
| 30D | +27.8% | -4.6% | +32.5% | +33.8% |
| 3M | +3.7% | -9.5% | +13.2% | +17.6% |
| 6M | +78.0% | +14.8% | +63.1% | +62.1% |
| YTD | +209.9% | +35.8% | +174.1% | +143.7% |
| 1Y | +389.6% | +48.9% | +340.7% | +256.1% |
| 3Y | +1,730.6% | +115.6% | +1,615.0% | +786.5% |
| 5Y | +1,227.8% | +135.1% | +1,092.7% | +503.9% |
| All | +977.1% | +333.9% | +643.2% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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