+968.6%
ADI vs AMC
-97.6%
+1,066.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.1% |
| 7D | +13.4% | +8.4% | +4.9% | +13.1% |
| 30D | -1.3% | +9.2% | -10.5% | -1.5% |
| 3M | +6.8% | +32.0% | -25.2% | +5.9% |
| 6M | -1.9% | +149.3% | -151.2% | -4.9% |
| YTD | +52.3% | +114.1% | -61.8% | +47.9% |
| 1Y | +71.6% | +35.8% | +35.9% | +68.8% |
| 3Y | +148.9% | -58.3% | +207.2% | +148.4% |
| 5Y | +140.8% | -99.2% | +239.9% | +153.9% |
| 10Y | +653.6% | -98.8% | +752.4% | +705.4% |
| All | +968.6% | -97.6% | +1,066.2% | +843.7% |
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