+41,876.5%
ADI vs TAP
+806.5%
+41,070.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.1% |
| 7D | +0.7% | -8.0% | +8.7% | +2.1% |
| 30D | +0.7% | +4.1% | -3.4% | -0.3% |
| 3M | +6.5% | -4.4% | +10.8% | +6.8% |
| 6M | -2.7% | -1.9% | -0.7% | -3.2% |
| YTD | +52.2% | -12.1% | +64.2% | +53.9% |
| 1Y | +77.5% | -12.0% | +89.5% | +79.2% |
| 3Y | +148.8% | -25.0% | +173.8% | +156.4% |
| 5Y | +142.9% | -1.1% | +144.0% | +136.8% |
| 10Y | +653.2% | -47.6% | +700.9% | +688.1% |
| All | +41,876.5% | +806.5% | +41,070.0% | +29,913.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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