+40,257.2%
ADI vs GE
+2,993.6%
+37,263.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.7% |
| 7D | -6.3% | +5.4% | -11.7% | -8.5% |
| 30D | -3.2% | +9.6% | -12.8% | -7.4% |
| 3M | +2.8% | -7.7% | +10.5% | +6.5% |
| 6M | -5.0% | +14.0% | -19.1% | -11.8% |
| YTD | +46.3% | +10.2% | +36.2% | +36.6% |
| 1Y | +71.6% | +8.9% | +62.7% | +60.8% |
| 3Y | +139.2% | +273.7% | -134.5% | +19.7% |
| 5Y | +136.4% | +410.2% | -273.8% | -0.6% |
| 10Y | +636.2% | +157.4% | +478.8% | +277.4% |
| All | +40,257.2% | +2,993.6% | +37,263.7% | +4,465.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling