+620.2%
ADI vs GRMN
+628.7%
-8.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.2% |
| 7D | +9.5% | -0.9% | +10.4% | +10.1% |
| 30D | -1.4% | +1.2% | -2.6% | -2.4% |
| 3M | +4.7% | -8.9% | +13.6% | +9.4% |
| 6M | -7.4% | +23.0% | -30.4% | -19.3% |
| YTD | +48.1% | +41.2% | +6.8% | +18.6% |
| 1Y | +69.6% | +47.5% | +22.1% | +32.6% |
| 3Y | +144.4% | +155.8% | -11.4% | +28.4% |
| 5Y | +134.1% | +120.2% | +13.9% | +33.1% |
| All | +620.2% | +628.7% | -8.5% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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