+49.0%
ADI vs NTR
+43.1%
+5.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.7% |
| 7D | +0.4% | +8.1% | -7.7% | +0.2% |
| 30D | -3.8% | +18.8% | -22.5% | -4.4% |
| 3M | -15.3% | +16.2% | -31.5% | -15.7% |
| 6M | +6.7% | +9.8% | -3.1% | +5.4% |
| YTD | +34.8% | +30.9% | +3.9% | +29.3% |
| 1Y | +49.0% | +41.8% | +7.3% | +39.8% |
| All | +49.0% | +43.1% | +5.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling