+636.4%
ADI vs GEN
+150.6%
+485.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.6% | -2.9% | +5.5% | +3.4% |
| 30D | -4.6% | +2.1% | -6.7% | -5.3% |
| 3M | -9.5% | +19.7% | -29.2% | -14.5% |
| 6M | +14.8% | +33.3% | -18.4% | +4.2% |
| YTD | +35.8% | +11.1% | +24.7% | +29.6% |
| 1Y | +48.9% | +3.0% | +45.9% | +45.3% |
| 3Y | +115.6% | +57.9% | +57.7% | +85.0% |
| 5Y | +135.1% | +20.6% | +114.5% | +112.3% |
| 10Y | +636.4% | +153.2% | +483.2% | +395.9% |
| All | +636.4% | +150.6% | +485.9% | +395.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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