+620.2%
ADI vs RGEN
+415.2%
+205.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.5% | -3.0% |
| 7D | +9.5% | -3.3% | +12.8% | +10.5% |
| 30D | -1.4% | -5.8% | +4.5% | +0.3% |
| 3M | +4.7% | +0.2% | +4.5% | +4.1% |
| 6M | -7.4% | +56.8% | -64.2% | -19.6% |
| YTD | +48.1% | +2.4% | +45.7% | +43.4% |
| 1Y | +69.6% | +11.4% | +58.2% | +60.3% |
| 3Y | +144.4% | +15.2% | +129.2% | +117.8% |
| 5Y | +134.1% | -35.1% | +169.2% | +130.1% |
| All | +620.2% | +415.2% | +205.0% | +297.9% |
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