+6,542.4%
ADI vs TD
+7,715.7%
-1,173.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +1.2% |
| 7D | +2.6% | -1.9% | +4.5% | +3.7% |
| 30D | -4.6% | -1.6% | -3.0% | -3.8% |
| 3M | -9.5% | +4.6% | -14.1% | -11.9% |
| 6M | +14.8% | +26.8% | -12.0% | +0.1% |
| YTD | +35.8% | +28.3% | +7.5% | +17.4% |
| 1Y | +48.9% | +60.4% | -11.5% | +13.1% |
| 3Y | +115.6% | +125.7% | -10.2% | +33.3% |
| 5Y | +135.1% | +122.4% | +12.7% | +45.9% |
| 10Y | +636.4% | +297.1% | +339.4% | +225.9% |
| All | +6,542.4% | +7,715.7% | -1,173.3% | +489.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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