+28.4%
ADM vs GEN
+17.6%
+10.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -12.7% |
| 3M | -8.2% | +2.6% | -10.8% | -8.3% |
| 6M | -8.9% | +32.7% | -41.6% | -9.1% |
| YTD | +24.0% | +11.3% | +12.7% | +29.4% |
| All | +28.4% | +17.6% | +10.7% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling