+10.3%
ADM vs GEN
+67.9%
-57.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.5% |
| 7D | +4.2% | +2.0% | +2.1% | +4.0% |
| 30D | -12.8% | +27.7% | -40.6% | -15.3% |
| 3M | -8.5% | +3.3% | -11.7% | -8.9% |
| 6M | -10.9% | +31.8% | -42.7% | -14.6% |
| YTD | +29.4% | +13.5% | +15.9% | +28.1% |
| 1Y | +27.5% | +16.0% | +11.5% | +25.5% |
| 3Y | +10.3% | +70.6% | -60.2% | -1.3% |
| All | +10.3% | +67.9% | -57.6% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling