+624.3%
ADI vs RGEN
+415.3%
+209.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.1% |
| 7D | +2.6% | -4.6% | +7.2% | +3.9% |
| 30D | -4.6% | +1.2% | -5.8% | -5.1% |
| 3M | -9.5% | +26.8% | -36.3% | -16.0% |
| 6M | +14.8% | +29.1% | -14.2% | +4.9% |
| YTD | +35.8% | +0.7% | +35.1% | +32.7% |
| 1Y | +48.9% | +39.1% | +9.9% | +31.9% |
| 3Y | +115.6% | +2.2% | +113.3% | +98.1% |
| 5Y | +135.1% | -44.0% | +179.1% | +140.9% |
| All | +624.3% | +415.3% | +209.0% | +310.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling