+1,726.2%
BE vs ADI
+121.1%
+1,605.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.9% | +1.8% | +2.6% |
| 7D | +9.0% | +4.6% | +4.5% | +5.1% |
| 30D | +16.3% | -1.2% | +17.4% | +17.7% |
| 3M | +10.8% | -7.8% | +18.6% | +21.5% |
| 6M | +73.2% | +19.3% | +53.9% | +57.7% |
| YTD | +217.4% | +40.9% | +176.4% | +159.2% |
| 1Y | +309.8% | +54.5% | +255.3% | +215.6% |
| 3Y | +1,726.2% | +123.4% | +1,602.7% | +882.7% |
| All | +1,726.2% | +121.1% | +1,605.1% | +882.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling