+176.6%
ADM vs NDAQ
+374.8%
-198.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.3% | +2.7% |
| 7D | +1.4% | -1.6% | +2.9% | +1.9% |
| 30D | +8.2% | -1.5% | +9.7% | +8.6% |
| 3M | +8.7% | +8.0% | +0.7% | +5.2% |
| 6M | +29.1% | +7.7% | +21.4% | +24.5% |
| YTD | +53.7% | -2.3% | +56.0% | +52.9% |
| 1Y | +43.2% | +0.6% | +42.7% | +40.5% |
| 3Y | +21.4% | +90.9% | -69.5% | -10.4% |
| 5Y | +67.1% | +52.5% | +14.6% | +32.6% |
| 10Y | +176.6% | +380.3% | -203.7% | +37.6% |
| All | +176.6% | +374.8% | -198.2% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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