+616.7%
ADI vs RGEN
+414.1%
+202.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +1.3% | -2.9% | +4.2% | +2.1% |
| 30D | -6.0% | -0.1% | -5.9% | -6.1% |
| 3M | -7.7% | +25.9% | -33.7% | -14.2% |
| 6M | +14.0% | +35.2% | -21.2% | +2.8% |
| YTD | +34.4% | +0.5% | +33.9% | +31.4% |
| 1Y | +48.0% | +37.0% | +11.0% | +31.6% |
| 3Y | +113.3% | +2.0% | +111.3% | +96.1% |
| 5Y | +131.1% | -44.2% | +175.3% | +137.0% |
| All | +616.7% | +414.1% | +202.6% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling