+368.2%
ADI vs NTR
+98.7%
+269.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.4% | -0.2% |
| 7D | +1.3% | -2.5% | +3.8% | +2.2% |
| 30D | -6.0% | +17.0% | -23.0% | -11.1% |
| 3M | -7.7% | +22.2% | -29.9% | -14.4% |
| 6M | +14.0% | +5.2% | +8.8% | +10.3% |
| YTD | +34.4% | +29.7% | +4.7% | +19.8% |
| 1Y | +48.0% | +39.4% | +8.6% | +27.8% |
| 3Y | +113.3% | +38.2% | +75.1% | +80.9% |
| 5Y | +131.1% | +47.6% | +83.5% | +71.4% |
| All | +368.2% | +98.7% | +269.5% | +176.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling