+252.1%
INTC vs ADI
+670.4%
-418.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.2% | -1.0% |
| 7D | +7.5% | +4.6% | +2.9% | +4.0% |
| 30D | +2.0% | -1.2% | +3.1% | +2.9% |
| 3M | -12.0% | -7.8% | -4.2% | -5.3% |
| 6M | +114.5% | +19.3% | +95.2% | +92.1% |
| YTD | +179.0% | +40.9% | +138.1% | +122.9% |
| 1Y | +318.3% | +54.5% | +263.8% | +213.2% |
| 3Y | +171.2% | +123.4% | +47.8% | +53.7% |
| 5Y | +107.6% | +142.3% | -34.7% | +9.8% |
| All | +252.1% | +670.4% | -418.3% | -8.8% |
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