+114.3%
ADI vs GD
+94.5%
+19.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -12.8% | -5.0% | -7.9% | -11.1% |
| 30D | -11.3% | +8.9% | -20.3% | -14.0% |
| 3M | -3.4% | -8.0% | +4.7% | -0.4% |
| 6M | -12.0% | +2.9% | -14.9% | -13.5% |
| YTD | +35.3% | +7.1% | +28.2% | +29.6% |
| 1Y | +58.1% | +5.9% | +52.1% | +52.2% |
| 3Y | +127.4% | +53.9% | +73.5% | +82.1% |
| All | +114.3% | +94.5% | +19.7% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling