+141.2%
ADI vs GEN
+22.3%
+118.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +1.0% |
| 7D | +2.4% | -0.7% | +3.1% | +2.6% |
| 30D | -6.6% | +2.6% | -9.2% | -7.5% |
| 3M | -9.8% | +15.8% | -25.6% | -14.2% |
| 6M | +15.7% | +33.1% | -17.5% | +4.0% |
| YTD | +35.1% | +11.3% | +23.8% | +29.3% |
| 1Y | +47.7% | +1.7% | +46.0% | +46.2% |
| 3Y | +114.5% | +58.1% | +56.3% | +80.9% |
| 5Y | +141.2% | +20.6% | +120.6% | +116.1% |
| All | +141.2% | +22.3% | +118.9% | +116.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling