+114.5%
ADI vs AG
+272.3%
-157.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +2.4% | +4.5% | -2.0% | +1.7% |
| 30D | -6.6% | +12.9% | -19.4% | -8.4% |
| 3M | -9.8% | +20.9% | -30.7% | -12.8% |
| 6M | +15.7% | -19.5% | +35.2% | +17.5% |
| YTD | +35.1% | +24.8% | +10.3% | +27.9% |
| 1Y | +47.7% | +120.2% | -72.5% | +27.8% |
| 3Y | +114.5% | +279.0% | -164.5% | +63.9% |
| All | +114.5% | +272.3% | -157.8% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling