+930.4%
ADI vs AMC
-97.5%
+1,028.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.3% | +0.3% | +8.3% |
| 7D | -4.4% | +6.6% | -11.0% | -4.6% |
| 30D | -2.8% | +14.1% | -16.9% | -3.2% |
| 3M | +1.5% | +31.3% | -29.8% | +0.7% |
| 6M | -4.7% | +126.7% | -131.4% | -7.4% |
| YTD | +46.8% | +117.9% | -71.1% | +42.6% |
| 1Y | +74.9% | +41.1% | +33.8% | +71.8% |
| 3Y | +147.4% | -61.0% | +208.4% | +147.3% |
| 5Y | +131.9% | -99.1% | +231.1% | +144.5% |
| 10Y | +630.6% | -98.7% | +729.3% | +673.5% |
| All | +930.4% | -97.5% | +1,028.0% | +809.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling