+117.4%
INTC vs ADI
+652.4%
-535.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | +17.1% | +13.4% | +3.8% | +6.6% |
| 30D | -40.5% | -1.3% | -39.2% | -39.0% |
| 3M | -39.4% | +6.8% | -46.2% | -41.5% |
| 6M | -49.3% | -1.9% | -47.4% | -47.3% |
| YTD | +65.9% | +52.3% | +13.6% | +26.6% |
| 1Y | +61.5% | +71.6% | -10.1% | +13.6% |
| 3Y | +59.6% | +148.9% | -89.3% | -15.3% |
| 5Y | +31.2% | +140.8% | -109.6% | -29.8% |
| All | +117.4% | +652.4% | -535.0% | -42.0% |
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 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