+998.2%
C vs ADI
+36,261.2%
-35,262.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | -2.4% | -12.8% | +10.4% | +1.8% |
| 30D | -6.0% | -11.3% | +5.4% | -2.6% |
| 3M | -10.5% | -3.4% | -7.2% | -10.1% |
| 6M | -5.7% | -12.0% | +6.3% | -3.2% |
| YTD | +4.1% | +35.3% | -31.1% | -7.1% |
| 1Y | +20.5% | +58.1% | -37.6% | +2.2% |
| 3Y | +208.1% | +127.4% | +80.8% | +128.6% |
| 5Y | +110.4% | +114.6% | -4.2% | +57.1% |
| 10Y | +234.6% | +589.3% | -354.7% | +75.5% |
| All | +998.2% | +36,261.2% | -35,262.9% | +110.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling