+651.5%
ADI vs AGI
+392.3%
+259.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.8% |
| 7D | +4.6% | -2.7% | +7.3% | +4.8% |
| 30D | -1.2% | +7.2% | -8.4% | -1.8% |
| 3M | -7.8% | +4.3% | -12.1% | -8.4% |
| 6M | +19.3% | -27.1% | +46.4% | +21.9% |
| YTD | +40.9% | -6.6% | +47.5% | +40.8% |
| 1Y | +54.5% | +9.5% | +45.0% | +52.2% |
| 3Y | +123.4% | +208.4% | -85.0% | +102.3% |
| 5Y | +142.3% | +401.6% | -259.3% | +112.2% |
| All | +651.5% | +392.3% | +259.2% | +562.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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