+138.3%
ADI vs NTR
+45.7%
+92.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +4.9% |
| 7D | +4.6% | -1.3% | +5.8% | +4.8% |
| 30D | -1.2% | +16.8% | -17.9% | -4.6% |
| 3M | -7.8% | +20.7% | -28.6% | -11.9% |
| 6M | +19.3% | +0.5% | +18.8% | +18.3% |
| YTD | +40.9% | +29.2% | +11.7% | +30.7% |
| 1Y | +54.5% | +39.6% | +14.9% | +40.1% |
| 3Y | +123.4% | +37.9% | +85.6% | +99.7% |
| All | +138.3% | +45.7% | +92.6% | +100.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling