+1,825.7%
ADI vs AG
+288.7%
+1,537.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.5% | +0.2% |
| 7D | -6.3% | +6.0% | -12.3% | -6.9% |
| 30D | -3.2% | -13.5% | +10.4% | -1.8% |
| 3M | +2.8% | -20.7% | +23.4% | +4.9% |
| 6M | -5.0% | -31.5% | +26.5% | -2.1% |
| YTD | +46.3% | -10.1% | +56.5% | +45.6% |
| 1Y | +71.6% | +26.0% | +45.6% | +65.0% |
| 3Y | +139.2% | +228.9% | -89.7% | +103.8% |
| 5Y | +136.4% | +8.7% | +127.7% | +116.8% |
| 10Y | +636.2% | +71.9% | +564.3% | +505.4% |
| All | +1,825.7% | +288.7% | +1,537.0% | +1,008.1% |
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