+116.0%
INTC vs ADI
+143.1%
-27.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.3% |
| 7D | +18.0% | +2.6% | +15.3% | +15.6% |
| 30D | +8.9% | -4.6% | +13.6% | +13.3% |
| 3M | -1.6% | -9.5% | +7.9% | +8.3% |
| 6M | +133.1% | +14.8% | +118.2% | +113.2% |
| YTD | +187.9% | +35.8% | +152.1% | +132.8% |
| 1Y | +334.7% | +48.9% | +285.8% | +228.0% |
| 3Y | +184.2% | +115.6% | +68.6% | +57.4% |
| 5Y | +116.0% | +135.1% | -19.1% | +7.7% |
| All | +116.0% | +143.1% | -27.1% | +7.7% |
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