+2,036.6%
ADI vs DG
+614.5%
+1,422.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.7% |
| 7D | +9.5% | +0.3% | +9.2% | +9.4% |
| 30D | -1.4% | +3.2% | -4.6% | -2.2% |
| 3M | +4.7% | +10.4% | -5.7% | +2.3% |
| 6M | -7.4% | +33.2% | -40.6% | -13.2% |
| YTD | +48.1% | +3.0% | +45.1% | +45.4% |
| 1Y | +69.6% | +31.2% | +38.4% | +58.3% |
| 3Y | +144.4% | +21.8% | +122.5% | +121.9% |
| 5Y | +134.1% | -35.0% | +169.1% | +145.8% |
| 10Y | +632.8% | +106.0% | +526.7% | +484.5% |
| All | +2,036.6% | +614.5% | +1,422.0% | +1,134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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