+131.1%
ADI vs TRI
-11.1%
+142.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | +1.3% | -14.4% | +15.7% | +3.8% |
| 30D | -6.0% | -8.1% | +2.2% | -5.0% |
| 3M | -7.7% | +17.5% | -25.3% | -12.2% |
| 6M | +14.0% | -5.0% | +18.9% | +14.7% |
| YTD | +34.4% | -24.7% | +59.1% | +50.5% |
| 1Y | +48.0% | -41.5% | +89.5% | +89.6% |
| 3Y | +113.3% | -20.3% | +133.6% | +109.7% |
| 5Y | +131.1% | -10.9% | +142.0% | +94.7% |
| All | +131.1% | -11.1% | +142.2% | +94.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling