+3,080.4%
ADI vs TNA
+944.8%
+2,135.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.7% | +1.7% |
| 7D | +2.6% | -3.6% | +6.2% | +3.7% |
| 30D | -4.6% | -10.1% | +5.4% | -1.7% |
| 3M | -9.5% | +2.7% | -12.2% | -10.2% |
| 6M | +14.8% | +38.4% | -23.6% | +3.7% |
| YTD | +35.8% | +45.4% | -9.6% | +20.0% |
| 1Y | +48.9% | +55.9% | -7.0% | +27.8% |
| 3Y | +115.6% | +109.8% | +5.7% | +57.4% |
| 5Y | +135.1% | -22.5% | +157.6% | +106.0% |
| 10Y | +636.4% | +87.5% | +548.9% | +302.5% |
| All | +3,080.4% | +944.8% | +2,135.7% | +726.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling