+2,438.6%
ADI vs TMF
-68.9%
+2,507.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.7% |
| 7D | +0.4% | -1.4% | +1.9% | +0.2% |
| 30D | -3.8% | -2.8% | -1.0% | -4.1% |
| 3M | -15.3% | -10.9% | -4.3% | -16.5% |
| 6M | +6.7% | -21.3% | +28.0% | +3.5% |
| YTD | +34.8% | -15.9% | +50.6% | +32.0% |
| 1Y | +49.0% | -15.7% | +64.8% | +46.2% |
| 3Y | +108.1% | -43.4% | +151.4% | +96.6% |
| 5Y | +142.4% | -87.8% | +230.2% | +79.8% |
| 10Y | +589.9% | -86.7% | +676.6% | +469.7% |
| All | +2,438.6% | -68.9% | +2,507.4% | +3,031.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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