+141.2%
ADI vs GE
+434.8%
-293.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.6% |
| 7D | +2.4% | +1.2% | +1.3% | +1.9% |
| 30D | -6.6% | -9.5% | +2.9% | -2.3% |
| 3M | -9.8% | +4.1% | -13.9% | -12.0% |
| 6M | +15.7% | +3.9% | +11.7% | +12.0% |
| YTD | +35.1% | +9.0% | +26.1% | +26.9% |
| 1Y | +47.7% | +21.9% | +25.8% | +30.4% |
| 3Y | +114.5% | +281.8% | -167.3% | +2.0% |
| 5Y | +141.2% | +436.7% | -295.5% | -9.5% |
| All | +141.2% | +434.8% | -293.6% | -9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling