+54.5%
ADI vs RGEN
+38.7%
+15.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.5% | +4.8% |
| 7D | +4.6% | -1.4% | +6.0% | +4.7% |
| 30D | -1.2% | -0.3% | -0.9% | -1.1% |
| 3M | -7.8% | +23.9% | -31.7% | -10.1% |
| 6M | +19.3% | +38.5% | -19.2% | +13.3% |
| YTD | +40.9% | +0.8% | +40.1% | +42.8% |
| 1Y | +54.5% | +38.2% | +16.3% | +50.4% |
| All | +54.5% | +38.7% | +15.8% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling