+141.2%
ADI vs GPC
+29.0%
+112.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +1.3% |
| 7D | +2.4% | +0.2% | +2.3% | +2.3% |
| 30D | -6.6% | -0.4% | -6.2% | -6.5% |
| 3M | -9.8% | +39.2% | -49.0% | -21.8% |
| 6M | +15.7% | +18.2% | -2.6% | +6.9% |
| YTD | +35.1% | +12.1% | +23.0% | +26.0% |
| 1Y | +47.7% | -0.7% | +48.4% | +45.4% |
| 3Y | +114.5% | -1.7% | +116.1% | +102.2% |
| 5Y | +141.2% | +29.3% | +112.0% | +86.8% |
| All | +141.2% | +29.0% | +112.2% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling