+636.4%
ADI vs GPC
+83.6%
+552.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +2.6% | -0.6% | +3.3% | +2.9% |
| 30D | -4.6% | +1.3% | -5.9% | -5.3% |
| 3M | -9.5% | +37.1% | -46.6% | -23.0% |
| 6M | +14.8% | +23.2% | -8.3% | +2.4% |
| YTD | +35.8% | +13.1% | +22.7% | +24.4% |
| 1Y | +48.9% | +0.9% | +48.1% | +44.2% |
| 3Y | +115.6% | -0.8% | +116.4% | +101.7% |
| 5Y | +135.1% | +31.1% | +104.0% | +88.0% |
| 10Y | +636.4% | +87.4% | +549.1% | +380.7% |
| All | +636.4% | +83.6% | +552.8% | +380.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 10y: compounded portfolio wealth divided by compounded GPC 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…
10y analysis · Full analysis span regression · 6 months rolling