+7.7%
DIS vs ADI
+72.3%
-64.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.6% | -6.5% | +1.7% |
| 7D | +5.3% | -4.4% | +9.7% | +5.3% |
| 30D | +10.2% | -2.8% | +13.1% | +10.2% |
| 3M | +13.5% | +1.5% | +12.0% | +13.3% |
| 6M | +11.1% | -4.7% | +15.8% | +11.2% |
| YTD | +5.5% | +46.8% | -41.3% | -7.5% |
| All | +7.7% | +72.3% | -64.7% | -11.9% |
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