+616.7%
ADI vs GRMN
+646.1%
-29.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | +1.3% | -1.8% | +3.1% | +2.3% |
| 30D | -6.0% | -12.1% | +6.1% | +0.6% |
| 3M | -7.7% | +18.0% | -25.7% | -17.1% |
| 6M | +14.0% | +13.7% | +0.2% | +4.1% |
| YTD | +34.4% | +35.3% | -0.9% | +10.8% |
| 1Y | +48.0% | +17.2% | +30.7% | +31.3% |
| 3Y | +113.3% | +179.6% | -66.3% | +5.5% |
| 5Y | +131.1% | +75.6% | +55.5% | +51.8% |
| All | +616.7% | +646.1% | -29.3% | +120.4% |
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