+138.3%
ADI vs TRGP
+628.1%
-489.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.0% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | -1.2% | +8.0% | -9.2% | -3.8% |
| 3M | -7.8% | +8.3% | -16.1% | -10.8% |
| 6M | +19.3% | +23.9% | -4.6% | +9.7% |
| YTD | +40.9% | +59.6% | -18.7% | +18.2% |
| 1Y | +54.5% | +79.4% | -24.9% | +23.5% |
| 3Y | +123.4% | +269.4% | -146.0% | +39.2% |
| All | +138.3% | +628.1% | -489.8% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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