+40,257.2%
ADI vs GEN
+8,652.2%
+31,605.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -6.3% | +1.0% | -7.3% | -6.6% |
| 30D | -3.2% | +29.1% | -32.2% | -10.4% |
| 3M | +2.8% | +2.9% | -0.2% | +0.3% |
| 6M | -5.0% | +33.6% | -38.6% | -14.8% |
| YTD | +46.3% | +12.0% | +34.3% | +36.6% |
| 1Y | +71.6% | +16.2% | +55.5% | +58.5% |
| 3Y | +139.2% | +65.1% | +74.1% | +98.5% |
| 5Y | +136.4% | +33.3% | +103.1% | +104.2% |
| 10Y | +636.2% | +149.7% | +486.6% | +395.9% |
| All | +40,257.2% | +8,652.2% | +31,605.0% | +8,805.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling