+37,071.2%
ADI vs GD
+20,186.5%
+16,884.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.3% |
| 7D | +0.4% | -5.3% | +5.7% | +2.5% |
| 30D | -3.8% | -6.4% | +2.6% | -1.4% |
| 3M | -15.3% | +5.7% | -21.0% | -17.5% |
| 6M | +6.7% | -0.9% | +7.6% | +6.3% |
| YTD | +34.8% | +8.2% | +26.6% | +29.2% |
| 1Y | +49.0% | +13.4% | +35.6% | +40.2% |
| 3Y | +108.1% | +68.5% | +39.6% | +65.9% |
| 5Y | +142.4% | +97.2% | +45.3% | +80.8% |
| 10Y | +589.9% | +190.2% | +399.7% | +339.1% |
| All | +37,071.2% | +20,186.5% | +16,884.6% | +10,422.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling