+636.4%
ADI vs AG
+64.8%
+571.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | -4.6% | +12.5% | -17.1% | -6.0% |
| 3M | -9.5% | +28.2% | -37.7% | -12.3% |
| 6M | +14.8% | -18.8% | +33.7% | +16.3% |
| YTD | +35.8% | +27.4% | +8.4% | +30.1% |
| 1Y | +48.9% | +132.2% | -83.2% | +33.0% |
| 3Y | +115.6% | +286.9% | -171.3% | +77.1% |
| 5Y | +135.1% | +72.8% | +62.3% | +102.3% |
| 10Y | +636.4% | +74.6% | +561.8% | +515.2% |
| All | +636.4% | +64.8% | +571.6% | +515.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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