+179.4%
INTC vs ADI
+113.3%
+66.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.3% | +8.8% | +8.8% |
| 7D | +17.4% | +2.4% | +15.0% | +15.1% |
| 30D | +2.8% | -6.6% | +9.3% | +8.9% |
| 3M | -5.3% | -9.8% | +4.5% | +4.7% |
| 6M | +140.6% | +15.7% | +124.9% | +119.1% |
| YTD | +183.1% | +35.1% | +148.0% | +130.2% |
| 1Y | +326.8% | +47.7% | +279.1% | +225.0% |
| 3Y | +179.4% | +114.5% | +65.0% | +55.8% |
| All | +179.4% | +113.3% | +66.1% | +55.8% |
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 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