+616.7%
ADI vs ADM
+178.5%
+438.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.2% |
| 7D | +1.3% | +3.0% | -1.7% | +0.1% |
| 30D | -6.0% | +8.7% | -14.7% | -9.4% |
| 3M | -7.7% | +7.6% | -15.3% | -11.0% |
| 6M | +14.0% | +26.9% | -12.9% | +2.0% |
| YTD | +34.4% | +54.3% | -19.9% | +10.1% |
| 1Y | +48.0% | +45.7% | +2.3% | +23.5% |
| 3Y | +113.3% | +21.9% | +91.4% | +86.5% |
| 5Y | +131.1% | +67.2% | +63.9% | +61.6% |
| All | +616.7% | +178.5% | +438.3% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ADM 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling