+54.5%
ADI vs GNRC
+0.9%
+53.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.9% | +1.9% | +3.7% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | -1.2% | -15.7% | +14.6% | +5.3% |
| 3M | -7.8% | -27.3% | +19.5% | +4.0% |
| 6M | +19.3% | -12.1% | +31.4% | +26.4% |
| YTD | +40.9% | +37.1% | +3.8% | +31.5% |
| 1Y | +54.5% | -0.5% | +55.0% | +53.0% |
| All | +54.5% | +0.9% | +53.6% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling