+37,071.2%
ADI vs GEN
+8,838.9%
+28,232.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.2% |
| 7D | +0.4% | -1.2% | +1.6% | +0.7% |
| 30D | -3.8% | +10.1% | -13.9% | -6.6% |
| 3M | -15.3% | +16.1% | -31.3% | -19.4% |
| 6M | +6.7% | +38.9% | -32.2% | -4.7% |
| YTD | +34.8% | +14.4% | +20.3% | +26.8% |
| 1Y | +49.0% | +5.9% | +43.2% | +43.2% |
| 3Y | +108.1% | +58.8% | +49.3% | +76.7% |
| 5Y | +142.4% | +24.7% | +117.8% | +116.2% |
| 10Y | +589.9% | +163.1% | +426.8% | +363.5% |
| All | +37,071.2% | +8,838.9% | +28,232.3% | +8,165.9% |
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 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