+1,805.1%
ADI vs GNRC
+2,020.8%
-215.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.5% | -0.3% |
| 7D | +1.3% | -0.7% | +2.1% | +1.5% |
| 30D | -6.0% | -15.8% | +9.9% | -1.0% |
| 3M | -7.7% | -24.0% | +16.3% | +0.1% |
| 6M | +14.0% | -13.8% | +27.8% | +18.5% |
| YTD | +34.4% | +33.2% | +1.2% | +21.9% |
| 1Y | +48.0% | -1.8% | +49.8% | +45.7% |
| 3Y | +113.3% | +57.7% | +55.6% | +77.6% |
| 5Y | +131.1% | -59.7% | +190.8% | +162.7% |
| 10Y | +628.7% | +430.7% | +198.0% | +295.1% |
| All | +1,805.1% | +2,020.8% | -215.7% | +626.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling