+142.9%
ADI vs GRMN
+126.9%
+16.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.2% |
| 7D | +0.7% | +1.7% | -1.0% | +0.1% |
| 30D | +0.7% | +10.2% | -9.5% | -3.8% |
| 3M | +6.5% | -4.7% | +11.2% | +8.4% |
| 6M | -2.7% | +22.3% | -24.9% | -12.9% |
| YTD | +52.2% | +46.7% | +5.5% | +23.9% |
| 1Y | +77.5% | +49.6% | +27.8% | +43.0% |
| 3Y | +148.8% | +165.3% | -16.5% | +38.9% |
| 5Y | +142.9% | +130.3% | +12.6% | +44.8% |
| All | +142.9% | +126.9% | +16.0% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling