+62.6%
ADM vs RVTY
-32.1%
+94.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.2% |
| 7D | -0.1% | +0.4% | -0.4% | -0.1% |
| 30D | +11.0% | +10.8% | +0.2% | +9.2% |
| 3M | +6.0% | +26.8% | -20.8% | +1.7% |
| 6M | +26.9% | +39.3% | -12.4% | +19.2% |
| YTD | +50.0% | +31.6% | +18.4% | +42.1% |
| 1Y | +39.6% | +47.7% | -8.1% | +29.1% |
| 3Y | +18.5% | +19.9% | -1.4% | +12.3% |
| 5Y | +62.6% | -32.3% | +94.9% | +62.3% |
| All | +62.6% | -32.1% | +94.7% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling