+1,260.9%
ADI vs TRGP
+2,265.4%
-1,004.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | -0.1% |
| 7D | +2.4% | -0.6% | +3.0% | +2.6% |
| 30D | -6.6% | +14.6% | -21.1% | -9.5% |
| 3M | -9.8% | +11.9% | -21.7% | -12.4% |
| 6M | +15.7% | +25.3% | -9.6% | +9.3% |
| YTD | +35.1% | +61.9% | -26.7% | +20.6% |
| 1Y | +47.7% | +87.3% | -39.6% | +27.2% |
| 3Y | +114.5% | +268.0% | -153.5% | +59.3% |
| 5Y | +141.2% | +638.2% | -497.0% | +53.6% |
| 10Y | +611.3% | +821.9% | -210.6% | +265.1% |
| All | +1,260.9% | +2,265.4% | -1,004.5% | +353.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling