+109.1%
ADI vs AMC
-79.6%
+188.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.4% |
| 7D | +0.4% | +2.3% | -1.9% | +0.3% |
| 30D | -3.8% | -0.7% | -3.0% | -3.8% |
| 3M | -15.3% | +35.2% | -50.5% | -16.9% |
| 6M | +6.7% | +124.6% | -117.9% | +0.9% |
| YTD | +34.8% | +69.9% | -35.1% | +29.2% |
| 1Y | +49.0% | -2.6% | +51.6% | +47.2% |
| All | +109.1% | -79.6% | +188.7% | +112.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling