+620.2%
ADI vs GAP
+1.5%
+618.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.6% |
| 7D | +9.5% | -1.9% | +11.4% | +9.9% |
| 30D | -1.4% | -7.1% | +5.7% | 0.0% |
| 3M | +4.7% | +4.1% | +0.6% | +3.2% |
| 6M | -7.4% | +1.9% | -9.3% | -9.1% |
| YTD | +48.1% | -15.2% | +63.3% | +50.5% |
| 1Y | +69.6% | -10.6% | +80.3% | +70.3% |
| 3Y | +144.4% | +74.6% | +69.8% | +102.3% |
| 5Y | +134.1% | +3.7% | +130.5% | +103.6% |
| All | +620.2% | +1.5% | +618.7% | +431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 10y: compounded portfolio wealth divided by compounded GAP 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…
10y analysis · Full analysis span regression · 6 months rolling