+138.3%
ADI vs TCOM
+29.4%
+108.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +4.7% |
| 7D | +4.6% | -4.9% | +9.5% | +5.5% |
| 30D | -1.2% | -14.4% | +13.2% | +1.5% |
| 3M | -7.8% | -17.7% | +9.8% | -5.0% |
| 6M | +19.3% | -25.1% | +44.5% | +25.1% |
| YTD | +40.9% | -45.7% | +86.7% | +55.9% |
| 1Y | +54.5% | -47.9% | +102.3% | +72.1% |
| 3Y | +123.4% | +8.9% | +114.5% | +108.8% |
| All | +138.3% | +29.4% | +108.9% | +98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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