+651.5%
ADI vs GE
+151.5%
+500.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.0% | +4.9% |
| 7D | +4.6% | -4.0% | +8.6% | +6.1% |
| 30D | -1.2% | -11.4% | +10.2% | +3.0% |
| 3M | -7.8% | -2.6% | -5.2% | -7.3% |
| 6M | +19.3% | -0.3% | +19.7% | +18.4% |
| YTD | +40.9% | +5.4% | +35.6% | +36.4% |
| 1Y | +54.5% | +15.5% | +39.0% | +44.4% |
| 3Y | +123.4% | +260.8% | -137.3% | +38.8% |
| 5Y | +142.3% | +421.6% | -279.3% | +30.8% |
| All | +651.5% | +151.5% | +500.0% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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