+2,926.4%
V vs ADI
+1,844.6%
+1,081.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.6% |
| 7D | -1.7% | +0.4% | -2.1% | -1.9% |
| 30D | +2.0% | -3.8% | +5.8% | +3.4% |
| 3M | +17.4% | -15.3% | +32.6% | +23.8% |
| 6M | +17.5% | +6.7% | +10.8% | +10.6% |
| YTD | +7.6% | +34.8% | -27.2% | -9.1% |
| 1Y | +7.7% | +49.0% | -41.3% | -13.6% |
| 3Y | +54.7% | +108.1% | -53.4% | -0.1% |
| 5Y | +73.0% | +142.4% | -69.4% | +0.5% |
| 10Y | +390.9% | +589.9% | -199.1% | +58.9% |
| All | +2,926.4% | +1,844.6% | +1,081.9% | +418.5% |
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