+4,681.2%
DELL vs ADI
+582.5%
+4,098.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.6% |
| 7D | +14.9% | +0.4% | +14.4% | +14.7% |
| 30D | +13.3% | -3.8% | +17.1% | +15.9% |
| 3M | +24.4% | -15.3% | +39.6% | +36.6% |
| 6M | +258.0% | +6.7% | +251.3% | +240.4% |
| YTD | +320.2% | +34.8% | +285.4% | +249.3% |
| 1Y | +319.1% | +49.0% | +270.0% | +227.1% |
| 3Y | +706.5% | +108.1% | +598.5% | +412.3% |
| 5Y | +1,071.9% | +142.4% | +929.5% | +571.8% |
| 10Y | +4,683.5% | +589.9% | +4,093.6% | +1,622.5% |
| All | +4,681.2% | +582.5% | +4,098.8% | +1,618.0% |
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