+139.2%
ADI vs GE
+278.7%
-139.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.7% |
| 7D | -6.3% | +5.4% | -11.7% | -8.2% |
| 30D | -3.2% | +9.6% | -12.8% | -6.9% |
| 3M | +2.8% | -7.7% | +10.5% | +6.1% |
| 6M | -5.0% | +14.0% | -19.1% | -11.1% |
| YTD | +46.3% | +10.2% | +36.2% | +37.5% |
| 1Y | +71.6% | +8.9% | +62.7% | +62.0% |
| 3Y | +139.2% | +273.7% | -134.5% | +30.4% |
| All | +139.2% | +278.7% | -139.5% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling