+176.6%
ADM vs EIX
+19.9%
+156.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.6% | +3.3% |
| 7D | +1.4% | +4.1% | -2.7% | +0.1% |
| 30D | +8.2% | -15.3% | +23.5% | +11.8% |
| 3M | +8.7% | -18.4% | +27.1% | +13.4% |
| 6M | +29.1% | -16.8% | +45.9% | +33.5% |
| YTD | +53.7% | -0.6% | +54.2% | +49.8% |
| 1Y | +43.2% | +10.7% | +32.6% | +34.6% |
| 3Y | +21.4% | -4.5% | +25.9% | +16.8% |
| 5Y | +67.1% | +24.0% | +43.1% | +45.4% |
| 10Y | +176.6% | +22.9% | +153.7% | +128.5% |
| All | +176.6% | +19.9% | +156.6% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EIX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling