+316.1%
ADP vs GEN
+151.0%
+165.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.9% |
| 7D | +3.2% | +1.0% | +2.2% | +2.9% |
| 30D | +12.8% | +29.1% | -16.3% | +5.6% |
| 3M | +12.3% | +2.9% | +9.4% | +10.8% |
| 6M | +45.4% | +33.6% | +11.8% | +34.4% |
| YTD | +21.4% | +12.0% | +9.4% | +16.5% |
| 1Y | +23.7% | +16.2% | +7.6% | +17.7% |
| 3Y | +43.6% | +65.1% | -21.4% | +24.3% |
| 5Y | +48.7% | +33.3% | +15.4% | +32.9% |
| 10Y | +316.1% | +149.7% | +166.4% | +208.0% |
| All | +316.1% | +151.0% | +165.1% | +208.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling