+81.0%
ADAMM price history and return analytics
+130.0%
-49.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -1.0% | -2.3% | +1.3% | +0.8% |
| 30D | -0.9% | -5.0% | +4.1% | +3.2% |
| 3M | -4.2% | -4.9% | +0.7% | -0.4% |
| 6M | -3.3% | -1.5% | -1.7% | -2.7% |
| YTD | +3.0% | +8.5% | -5.5% | -5.3% |
| 1Y | +3.8% | +11.4% | -7.6% | -6.9% |
| 3Y | +45.2% | +70.1% | -24.9% | -16.7% |
| 5Y | +47.0% | +53.7% | -6.8% | -7.1% |
| All | +81.0% | +130.0% | -49.0% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling