+151.3%
ADI vs AMC
-58.0%
+209.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.2% |
| 7D | +13.4% | +8.4% | +4.9% | +12.8% |
| 30D | -1.3% | +9.2% | -10.5% | -1.8% |
| 3M | +6.8% | +32.0% | -25.2% | +5.1% |
| 6M | -1.9% | +149.3% | -151.2% | -8.0% |
| YTD | +52.3% | +114.1% | -61.8% | +43.4% |
| 1Y | +71.6% | +35.8% | +35.9% | +66.4% |
| All | +151.3% | -58.0% | +209.3% | +168.5% |
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