+7,141.0%
ADI vs TD
+8,075.2%
-934.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.7% |
| 7D | +9.5% | +1.1% | +8.4% | +8.8% |
| 30D | -1.4% | +5.2% | -6.6% | -4.0% |
| 3M | +4.7% | +1.2% | +3.5% | +4.1% |
| 6M | -7.4% | +17.7% | -25.2% | -15.7% |
| YTD | +48.1% | +34.2% | +13.8% | +24.9% |
| 1Y | +69.6% | +55.4% | +14.2% | +31.5% |
| 3Y | +144.4% | +130.4% | +14.0% | +49.8% |
| 5Y | +134.1% | +101.8% | +32.3% | +53.8% |
| 10Y | +632.8% | +301.9% | +330.9% | +222.4% |
| All | +7,141.0% | +8,075.2% | -934.1% | +527.4% |
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