+133.8%
ADI vs AMC
-99.2%
+233.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.7% | -0.1% | -2.6% |
| 7D | +9.5% | +3.5% | +6.0% | +9.2% |
| 30D | -1.4% | +12.5% | -13.8% | -2.1% |
| 3M | +4.7% | +23.6% | -18.8% | +3.2% |
| 6M | -7.4% | +144.4% | -151.8% | -13.8% |
| YTD | +48.1% | +108.3% | -60.3% | +38.5% |
| 1Y | +69.6% | +38.9% | +30.8% | +63.0% |
| 3Y | +144.4% | -58.9% | +203.2% | +145.7% |
| All | +133.8% | -99.2% | +233.0% | +185.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling