+3,604.1%
ADI vs AMT
+1,431.6%
+2,172.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.5% |
| 7D | -12.8% | +0.5% | -13.4% | -13.0% |
| 30D | -11.3% | +13.6% | -24.9% | -14.9% |
| 3M | -3.4% | +11.5% | -14.8% | -6.8% |
| 6M | -12.0% | +6.9% | -19.0% | -15.0% |
| YTD | +35.3% | +10.8% | +24.4% | +28.9% |
| 1Y | +58.1% | +10.3% | +47.7% | +50.8% |
| 3Y | +127.4% | +12.4% | +114.9% | +110.0% |
| 5Y | +114.6% | -20.1% | +134.7% | +117.1% |
| 10Y | +589.3% | +116.8% | +472.5% | +414.4% |
| All | +3,604.1% | +1,431.6% | +2,172.5% | +1,425.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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