+700.7%
GOOGL vs ADI
+652.4%
+48.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | +5.7% | +13.4% | -7.7% | -0.1% |
| 30D | -15.6% | -1.3% | -14.3% | -15.8% |
| 3M | -13.0% | +6.8% | -19.8% | -16.6% |
| 6M | -22.8% | -1.9% | -20.9% | -24.3% |
| YTD | -4.4% | +52.3% | -56.7% | -24.5% |
| 1Y | +4.5% | +71.6% | -67.2% | -22.2% |
| 3Y | +127.4% | +148.9% | -21.5% | +32.4% |
| 5Y | +102.8% | +140.8% | -38.0% | +18.0% |
| All | +700.7% | +652.4% | +48.2% | +179.2% |
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