+651.5%
ADI vs TRI
+196.2%
+455.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.1% | +4.3% |
| 7D | +4.6% | -7.9% | +12.4% | +7.1% |
| 30D | -1.2% | -4.5% | +3.3% | -0.3% |
| 3M | -7.8% | +22.1% | -29.9% | -16.4% |
| 6M | +19.3% | -2.8% | +22.1% | +16.6% |
| YTD | +40.9% | -23.4% | +64.3% | +53.1% |
| 1Y | +54.5% | -41.5% | +96.0% | +94.4% |
| 3Y | +123.4% | -19.2% | +142.6% | +124.0% |
| 5Y | +142.3% | -9.4% | +151.7% | +123.3% |
| All | +651.5% | +196.2% | +455.3% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling