+126.0%
GOOGL vs ADI
+144.2%
-18.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.3% |
| 7D | +3.9% | +9.5% | -5.6% | +1.3% |
| 30D | -14.9% | -1.4% | -13.5% | -15.0% |
| 3M | -14.6% | +4.7% | -19.3% | -16.2% |
| 6M | -26.4% | -7.4% | -19.0% | -25.8% |
| YTD | -5.3% | +48.1% | -53.4% | -17.9% |
| 1Y | +6.5% | +69.6% | -63.2% | -11.6% |
| 3Y | +126.0% | +144.4% | -18.3% | +63.9% |
| All | +126.0% | +144.2% | -18.2% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling