+454.5%
V vs ADI
+625.4%
-170.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.6% | -6.3% | +6.9% | +2.5% |
| 30D | +9.7% | -3.2% | +12.9% | +10.2% |
| 3M | +17.3% | +2.8% | +14.5% | +14.8% |
| 6M | +33.2% | -5.0% | +38.2% | +31.9% |
| YTD | +21.3% | +46.3% | -25.0% | -0.1% |
| 1Y | +27.3% | +71.6% | -44.3% | -2.0% |
| 3Y | +76.1% | +139.2% | -63.1% | +9.9% |
| 5Y | +103.5% | +136.4% | -33.0% | +23.4% |
| 10Y | +454.5% | +636.2% | -181.8% | +104.9% |
| All | +454.5% | +625.4% | -170.9% | +104.9% |
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