+138.3%
ADI vs TNA
-23.3%
+161.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.1% | +3.8% | +4.5% |
| 7D | +4.6% | -7.3% | +11.8% | +7.2% |
| 30D | -1.2% | -14.2% | +13.0% | +3.9% |
| 3M | -7.8% | -4.6% | -3.2% | -6.4% |
| 6M | +19.3% | +36.9% | -17.6% | +6.5% |
| YTD | +40.9% | +42.5% | -1.6% | +23.0% |
| 1Y | +54.5% | +45.8% | +8.7% | +32.4% |
| 3Y | +123.4% | +104.7% | +18.8% | +55.1% |
| All | +138.3% | -23.3% | +161.6% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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