+1,408.3%
ADI vs GM
+223.0%
+1,185.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +1.5% |
| 7D | +2.6% | -1.1% | +3.7% | +3.0% |
| 30D | -4.6% | -4.6% | 0.0% | -2.9% |
| 3M | -9.5% | +0.2% | -9.7% | -9.8% |
| 6M | +14.8% | +12.6% | +2.2% | +8.7% |
| YTD | +35.8% | +3.7% | +32.1% | +32.2% |
| 1Y | +48.9% | +45.6% | +3.3% | +25.2% |
| 3Y | +115.6% | +162.0% | -46.4% | +37.9% |
| 5Y | +135.1% | +80.5% | +54.6% | +69.1% |
| 10Y | +636.4% | +231.3% | +405.1% | +269.9% |
| All | +1,408.3% | +223.0% | +1,185.2% | +617.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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