+609.9%
ADI vs TPR
+7,380.8%
-6,770.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.4% | -2.3% | +2.7% | +1.2% |
| 30D | -3.8% | -23.0% | +19.2% | +4.2% |
| 3M | -15.3% | -12.5% | -2.8% | -12.4% |
| 6M | +6.7% | -21.4% | +28.1% | +14.0% |
| YTD | +34.8% | -3.5% | +38.3% | +33.7% |
| 1Y | +49.0% | +17.4% | +31.7% | +37.5% |
| 3Y | +108.1% | +291.3% | -183.2% | +23.2% |
| 5Y | +142.4% | +241.9% | -99.5% | +45.3% |
| 10Y | +589.9% | +322.7% | +267.2% | +229.3% |
| All | +609.9% | +7,380.8% | -6,770.9% | -5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling