+484.0%
V vs ADI
+631.6%
-147.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +2.3% |
| 7D | +0.9% | +9.5% | -8.5% | -2.5% |
| 30D | +9.0% | -1.4% | +10.4% | +8.7% |
| 3M | +16.7% | +4.7% | +12.0% | +13.4% |
| 6M | +33.4% | -7.4% | +40.8% | +33.5% |
| YTD | +22.4% | +48.1% | -25.7% | +0.2% |
| 1Y | +27.7% | +69.6% | -42.0% | -1.3% |
| 3Y | +78.0% | +144.4% | -66.4% | +9.9% |
| 5Y | +108.5% | +134.1% | -25.6% | +27.1% |
| All | +484.0% | +631.6% | -147.6% | +112.0% |
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