+376.8%
V vs ADI
+608.4%
-231.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -1.1% | +2.4% | -3.5% | -2.0% |
| 30D | +1.9% | -6.6% | +8.5% | +4.3% |
| 3M | +15.5% | -9.8% | +25.3% | +18.4% |
| 6M | +16.6% | +15.7% | +0.9% | +6.8% |
| YTD | +5.7% | +35.1% | -29.4% | -9.5% |
| 1Y | +8.6% | +47.7% | -39.1% | -10.9% |
| 3Y | +52.5% | +114.5% | -61.9% | +0.2% |
| 5Y | +67.1% | +141.2% | -74.1% | +0.3% |
| 10Y | +376.8% | +611.3% | -234.5% | +73.9% |
| All | +376.8% | +608.4% | -231.6% | +73.9% |
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