+138.3%
ADI vs GPN
-44.7%
+182.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.1% | +5.0% |
| 7D | +4.6% | -4.6% | +9.2% | +6.2% |
| 30D | -1.2% | -0.3% | -0.9% | -1.4% |
| 3M | -7.8% | +35.4% | -43.2% | -18.7% |
| 6M | +19.3% | +21.7% | -2.3% | +8.5% |
| YTD | +40.9% | +14.9% | +26.0% | +29.9% |
| 1Y | +54.5% | +3.2% | +51.3% | +48.4% |
| 3Y | +123.4% | -27.1% | +150.6% | +140.9% |
| All | +138.3% | -44.7% | +182.9% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling