+162.4%
ADM vs GEN
+150.2%
+12.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.3% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | +11.0% | +2.6% | +8.4% | +10.5% |
| 3M | +6.0% | +15.8% | -9.8% | +3.2% |
| 6M | +26.9% | +33.1% | -6.2% | +20.3% |
| YTD | +50.0% | +11.3% | +38.7% | +46.3% |
| 1Y | +39.6% | +1.7% | +37.9% | +38.3% |
| 3Y | +18.5% | +58.1% | -39.6% | +7.7% |
| 5Y | +62.6% | +20.6% | +41.9% | +52.0% |
| 10Y | +162.4% | +149.0% | +13.4% | +116.9% |
| All | +162.4% | +150.2% | +12.2% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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