+37,168.6%
ADI vs AIG
-23.1%
+37,191.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | +0.7% |
| 7D | +2.4% | -1.6% | +4.0% | +2.8% |
| 30D | -6.6% | -5.2% | -1.4% | -5.6% |
| 3M | -9.8% | +1.5% | -11.3% | -10.3% |
| 6M | +15.7% | -3.9% | +19.6% | +16.2% |
| YTD | +35.1% | -11.6% | +46.7% | +37.7% |
| 1Y | +47.7% | -2.9% | +50.6% | +47.4% |
| 3Y | +114.5% | +33.7% | +80.7% | +100.8% |
| 5Y | +141.2% | +52.7% | +88.6% | +118.9% |
| 10Y | +611.3% | +62.6% | +548.7% | +513.7% |
| All | +37,168.6% | -23.1% | +37,191.8% | +18,405.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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