+40,736.5%
ADI vs AIG
-14.1%
+40,750.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.1% | -2.8% |
| 7D | +9.5% | +6.6% | +2.9% | +8.1% |
| 30D | -1.4% | +7.0% | -8.4% | -2.8% |
| 3M | +4.7% | +9.7% | -5.0% | +2.7% |
| 6M | -7.4% | +10.8% | -18.2% | -9.7% |
| YTD | +48.1% | -1.3% | +49.3% | +47.4% |
| 1Y | +69.6% | +8.4% | +61.3% | +65.7% |
| 3Y | +144.4% | +39.0% | +105.4% | +126.8% |
| 5Y | +134.1% | +59.6% | +74.5% | +110.3% |
| 10Y | +632.8% | +68.4% | +564.3% | +526.0% |
| All | +40,736.5% | -14.1% | +40,750.6% | +19,710.7% |
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