+1,832.4%
ADI vs AG
+312.9%
+1,519.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.7% | +3.9% | +8.1% |
| 7D | -4.4% | +10.8% | -15.2% | -5.4% |
| 30D | -2.8% | -8.2% | +5.3% | -2.1% |
| 3M | +1.5% | -13.7% | +15.2% | +2.7% |
| 6M | -4.7% | -27.3% | +22.6% | -2.3% |
| YTD | +46.8% | -4.6% | +51.4% | +45.2% |
| 1Y | +74.9% | +39.4% | +35.5% | +66.4% |
| 3Y | +147.4% | +244.1% | -96.7% | +109.9% |
| 5Y | +131.9% | +16.8% | +115.1% | +111.2% |
| 10Y | +630.6% | +71.7% | +558.9% | +500.4% |
| All | +1,832.4% | +312.9% | +1,519.5% | +1,005.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling