+37,168.6%
ADI vs TGT
+6,311.1%
+30,857.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.6% |
| 7D | +2.4% | -0.6% | +3.1% | +2.7% |
| 30D | -6.6% | +9.5% | -16.1% | -9.9% |
| 3M | -9.8% | +32.3% | -42.1% | -19.4% |
| 6M | +15.7% | +37.0% | -21.3% | +1.8% |
| YTD | +35.1% | +71.0% | -35.9% | +9.0% |
| 1Y | +47.7% | +85.0% | -37.3% | +15.5% |
| 3Y | +114.5% | +46.8% | +67.6% | +73.9% |
| 5Y | +141.2% | -22.7% | +164.0% | +140.7% |
| 10Y | +611.3% | +216.3% | +395.1% | +287.8% |
| All | +37,168.6% | +6,311.1% | +30,857.5% | +5,304.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling