+138.3%
ADI vs GNRC
-58.7%
+197.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.9% | +1.9% | +4.0% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | -1.2% | -15.7% | +14.6% | +4.1% |
| 3M | -7.8% | -27.3% | +19.5% | +1.5% |
| 6M | +19.3% | -12.1% | +31.4% | +23.7% |
| YTD | +40.9% | +37.1% | +3.8% | +27.6% |
| 1Y | +54.5% | -0.5% | +55.0% | +52.2% |
| 3Y | +123.4% | +61.5% | +61.9% | +86.4% |
| All | +138.3% | -58.7% | +197.0% | +140.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling