+27.8%
INTC vs ADI
+133.0%
-105.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.2% | -0.2% |
| 7D | +6.0% | +9.5% | -3.5% | -1.8% |
| 30D | -39.2% | -1.4% | -37.8% | -37.6% |
| 3M | -42.9% | +4.7% | -47.7% | -44.3% |
| 6M | -50.4% | -7.4% | -43.0% | -46.0% |
| YTD | +61.7% | +48.1% | +13.6% | +23.2% |
| 1Y | +66.1% | +69.6% | -3.5% | +14.6% |
| 3Y | +58.1% | +144.4% | -86.2% | -20.1% |
| All | +27.8% | +133.0% | -105.1% | -35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling