+41,898.0%
ADI vs AME
+18,999.6%
+22,898.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.3% |
| 7D | +13.4% | +8.1% | +5.3% | +8.7% |
| 30D | -1.3% | -3.8% | +2.5% | +1.3% |
| 3M | +6.8% | -6.6% | +13.4% | +11.5% |
| 6M | -1.9% | +4.6% | -6.5% | -3.3% |
| YTD | +52.3% | +17.9% | +34.3% | +40.8% |
| 1Y | +71.6% | +23.2% | +48.4% | +55.0% |
| 3Y | +148.9% | +62.9% | +86.0% | +93.4% |
| 5Y | +140.8% | +77.5% | +63.3% | +79.9% |
| 10Y | +653.6% | +444.7% | +208.9% | +217.0% |
| All | +41,898.0% | +18,999.6% | +22,898.4% | +3,475.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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