+45.9%
BE vs ADI
+72.0%
-26.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.0% | -3.9% |
| 7D | -13.4% | -6.3% | -7.0% | -4.6% |
| 30D | -33.9% | -3.2% | -30.7% | -29.6% |
| 3M | -12.0% | +2.8% | -14.7% | -12.8% |
| 6M | -29.0% | -5.0% | -23.9% | -21.0% |
| YTD | +113.4% | +46.3% | +67.1% | +38.9% |
| All | +45.9% | +72.0% | -26.1% | -22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling