+79.3%
ADI vs AMC
+38.0%
+41.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +7.3% | -10.5% | -3.5% |
| 7D | -5.1% | +17.7% | -22.9% | -5.8% |
| 30D | -3.1% | +26.2% | -29.2% | -3.9% |
| 3M | +7.1% | +31.3% | -24.2% | +6.0% |
| 6M | +2.9% | +142.8% | -139.8% | -1.1% |
| YTD | +51.1% | +125.6% | -74.5% | +46.2% |
| 1Y | +79.3% | +40.2% | +39.1% | +101.3% |
| All | +79.3% | +38.0% | +41.3% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling