+102.6%
ADM vs GEN
+166.9%
-64.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.8% | -0.3% | -7.5% | -7.8% |
| 30D | -12.6% | +28.2% | -40.8% | -16.0% |
| 3M | -8.2% | +2.6% | -10.8% | -9.1% |
| 6M | -8.9% | +32.7% | -41.6% | -13.7% |
| YTD | +24.0% | +11.3% | +12.7% | +20.5% |
| 1Y | +26.2% | +17.9% | +8.2% | +21.3% |
| 3Y | +7.0% | +66.3% | -59.3% | -3.7% |
| 5Y | +24.9% | +31.7% | -6.8% | +14.9% |
| 10Y | +102.6% | +150.0% | -47.4% | +77.1% |
| All | +102.6% | +166.9% | -64.2% | +77.1% |
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