+131.1%
ADI vs TGT
-26.4%
+157.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | +1.3% | -5.0% | +6.4% | +2.8% |
| 30D | -6.0% | +3.0% | -9.0% | -7.0% |
| 3M | -7.7% | +22.6% | -30.3% | -13.7% |
| 6M | +14.0% | +31.2% | -17.2% | +4.2% |
| YTD | +34.4% | +63.7% | -29.3% | +14.3% |
| 1Y | +48.0% | +78.5% | -30.5% | +22.2% |
| 3Y | +113.3% | +40.5% | +72.8% | +78.3% |
| 5Y | +131.1% | -25.6% | +156.7% | +137.7% |
| All | +131.1% | -26.4% | +157.5% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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