+1,908.9%
ADM vs D
+2,347.4%
-438.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +3.8% | +1.5% | +2.3% | +3.1% |
| 30D | +9.8% | -2.6% | +12.3% | +11.0% |
| 3M | +2.1% | 0.0% | +2.1% | +2.0% |
| 6M | +27.5% | +7.4% | +20.2% | +22.6% |
| YTD | +50.2% | +15.9% | +34.3% | +39.3% |
| 1Y | +40.6% | +18.1% | +22.5% | +29.0% |
| 3Y | +17.2% | +58.4% | -41.1% | -8.1% |
| 5Y | +61.9% | +5.2% | +56.7% | +51.7% |
| 10Y | +159.3% | +35.9% | +123.4% | +105.9% |
| All | +1,908.9% | +2,347.4% | -438.5% | +351.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling