+620.2%
ADI vs GD
+165.7%
+454.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +2.7% | +6.8% | +8.1% |
| 30D | -1.4% | +8.6% | -10.0% | -5.3% |
| 3M | +4.7% | -7.1% | +11.8% | +8.5% |
| 6M | -7.4% | +7.5% | -14.9% | -11.5% |
| YTD | +48.1% | +9.9% | +38.1% | +38.4% |
| 1Y | +69.6% | +7.6% | +62.1% | +60.5% |
| 3Y | +144.4% | +56.2% | +88.2% | +85.2% |
| 5Y | +134.1% | +100.6% | +33.5% | +50.6% |
| All | +620.2% | +165.7% | +454.5% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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