+123.4%
ADI vs GPN
-27.6%
+151.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.1% | +4.9% |
| 7D | +4.6% | -4.6% | +9.2% | +6.0% |
| 30D | -1.2% | -0.3% | -0.9% | -1.3% |
| 3M | -7.8% | +35.4% | -43.2% | -17.8% |
| 6M | +19.3% | +21.7% | -2.3% | +9.5% |
| YTD | +40.9% | +14.9% | +26.0% | +31.2% |
| 1Y | +54.5% | +3.2% | +51.3% | +50.1% |
| 3Y | +123.4% | -27.1% | +150.6% | +144.5% |
| All | +123.4% | -27.6% | +151.0% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 3y: compounded portfolio wealth divided by compounded GPN 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…
3y analysis · Full analysis span regression · 6 months rolling