+1,677.2%
ADI vs TRI
+518.6%
+1,158.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.5% | +6.8% | +3.2% |
| 7D | +2.4% | -7.1% | +9.5% | +5.5% |
| 30D | -6.6% | -2.3% | -4.2% | -6.4% |
| 3M | -9.8% | +19.6% | -29.4% | -20.2% |
| 6M | +15.7% | -8.7% | +24.4% | +13.7% |
| YTD | +35.1% | -22.3% | +57.4% | +41.2% |
| 1Y | +47.7% | -40.7% | +88.4% | +78.0% |
| 3Y | +114.5% | -17.8% | +132.2% | +110.8% |
| 5Y | +141.2% | -8.5% | +149.7% | +122.7% |
| 10Y | +611.3% | +192.6% | +418.7% | +242.0% |
| All | +1,677.2% | +518.6% | +1,158.6% | +280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling