+159.9%
DELL vs ADI
+68.1%
+91.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.8% | -4.4% | -5.0% |
| 7D | +4.9% | +9.5% | -4.6% | -2.0% |
| 30D | -32.1% | -1.4% | -30.7% | -30.1% |
| 3M | -30.2% | +4.7% | -35.0% | -30.6% |
| 6M | +41.7% | -7.4% | +49.1% | +47.2% |
| YTD | +176.6% | +48.1% | +128.5% | +112.3% |
| 1Y | +159.9% | +69.6% | +90.3% | +76.7% |
| All | +159.9% | +68.1% | +91.8% | +76.7% |
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 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