+6.6%
ADM vs GEN
+79.4%
-72.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.4% |
| 7D | -9.0% | +2.3% | -11.3% | -9.2% |
| 30D | -14.0% | +33.1% | -47.0% | -16.7% |
| 3M | -9.2% | +6.5% | -15.6% | -10.0% |
| 6M | -9.2% | +53.8% | -62.9% | -14.9% |
| YTD | +24.2% | +11.2% | +13.0% | +23.2% |
| 1Y | +27.0% | +19.4% | +7.6% | +24.0% |
| 3Y | +6.6% | +81.0% | -74.4% | +1.8% |
| All | +6.6% | +79.4% | -72.8% | +1.8% |
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