+2,662.4%
DELL vs ADI
+631.6%
+2,030.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.8% | -4.4% | -5.5% |
| 7D | +4.9% | +9.5% | -4.6% | -0.5% |
| 30D | -32.1% | -1.4% | -30.7% | -30.6% |
| 3M | -30.2% | +4.7% | -35.0% | -30.9% |
| 6M | +41.7% | -7.4% | +49.1% | +48.9% |
| YTD | +176.6% | +48.1% | +128.5% | +120.8% |
| 1Y | +159.9% | +69.6% | +90.3% | +91.7% |
| 3Y | +388.0% | +144.4% | +243.6% | +186.8% |
| 5Y | +578.2% | +134.1% | +444.1% | +298.8% |
| All | +2,662.4% | +631.6% | +2,030.7% | +798.7% |
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 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