+47.7%
ADI vs TPR
+12.7%
+35.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +1.2% |
| 7D | +2.4% | -3.4% | +5.8% | +3.3% |
| 30D | -6.6% | -27.3% | +20.7% | +1.1% |
| 3M | -9.8% | -16.2% | +6.4% | -7.0% |
| 6M | +15.7% | -17.9% | +33.6% | +19.4% |
| YTD | +35.1% | -7.1% | +42.2% | +34.4% |
| 1Y | +47.7% | +13.6% | +34.1% | +40.7% |
| All | +47.7% | +12.7% | +35.0% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 1y: compounded portfolio wealth divided by compounded TPR 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…
1y analysis · Full analysis span regression · 6 months rolling