+3,310.4%
V vs ADI
+1,851.6%
+1,458.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | +2.2% | -12.8% | +15.0% | +7.8% |
| 30D | +13.6% | -11.3% | +24.9% | +18.6% |
| 3M | +14.3% | -3.4% | +17.6% | +14.4% |
| 6M | +33.1% | -12.0% | +45.1% | +35.8% |
| YTD | +21.2% | +35.3% | -14.0% | +1.1% |
| 1Y | +26.4% | +58.1% | -31.6% | -1.9% |
| 3Y | +77.6% | +127.4% | -49.8% | +9.0% |
| 5Y | +102.6% | +114.6% | -12.0% | +23.8% |
| 10Y | +464.4% | +589.3% | -124.9% | +81.1% |
| All | +3,310.4% | +1,851.6% | +1,458.8% | +477.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling