+3,922.7%
DELL vs ADI
+634.8%
+3,287.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -4.7% |
| 7D | -1.9% | +1.3% | -3.2% | -2.6% |
| 30D | +14.9% | -6.0% | +20.8% | +19.2% |
| 3M | +37.2% | -7.7% | +44.9% | +43.6% |
| 6M | +254.0% | +14.0% | +240.0% | +224.4% |
| YTD | +306.1% | +34.4% | +271.7% | +238.0% |
| 1Y | +312.3% | +48.0% | +264.3% | +223.0% |
| 3Y | +654.0% | +113.3% | +540.7% | +371.7% |
| 5Y | +1,055.3% | +131.1% | +924.2% | +577.5% |
| All | +3,922.7% | +634.8% | +3,287.9% | +1,253.7% |
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