+133.8%
ADI vs TRGP
+504.4%
-370.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | +9.5% | +12.4% | -2.9% | +5.5% |
| 30D | -1.4% | +2.6% | -4.0% | -2.3% |
| 3M | +4.7% | +11.9% | -7.1% | +0.6% |
| 6M | -7.4% | +13.9% | -21.3% | -12.2% |
| YTD | +48.1% | +64.2% | -16.1% | +22.7% |
| 1Y | +69.6% | +78.5% | -8.9% | +36.1% |
| 3Y | +144.4% | +272.9% | -128.5% | +51.2% |
| All | +133.8% | +504.4% | -370.6% | +18.7% |
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