+611.3%
ADI vs AMC
-98.9%
+710.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.3% |
| 7D | +2.4% | -0.8% | +3.2% | +2.5% |
| 30D | -6.6% | -1.2% | -5.4% | -6.6% |
| 3M | -9.8% | +42.2% | -52.0% | -10.8% |
| 6M | +15.7% | +118.8% | -103.1% | +12.8% |
| YTD | +35.1% | +64.1% | -29.0% | +32.6% |
| 1Y | +47.7% | -9.5% | +57.2% | +46.9% |
| 3Y | +114.5% | -64.3% | +178.8% | +114.7% |
| 5Y | +141.2% | -99.5% | +240.7% | +154.0% |
| 10Y | +611.3% | -98.9% | +710.2% | +570.4% |
| All | +611.3% | -98.9% | +710.3% | +570.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling