+1,435.6%
ADI vs TDG
+12,853.5%
-11,417.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.1% |
| 7D | +1.3% | -2.7% | +4.0% | +2.4% |
| 30D | -6.0% | -9.3% | +3.3% | -2.2% |
| 3M | -7.7% | -7.1% | -0.7% | -5.4% |
| 6M | +14.0% | -11.2% | +25.1% | +18.6% |
| YTD | +34.4% | -15.3% | +49.7% | +42.0% |
| 1Y | +48.0% | -12.5% | +60.4% | +53.9% |
| 3Y | +113.3% | +51.2% | +62.1% | +75.4% |
| 5Y | +131.1% | +126.1% | +5.0% | +60.4% |
| 10Y | +628.7% | +536.2% | +92.5% | +212.9% |
| All | +1,435.6% | +12,853.5% | -11,417.8% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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