+651.5%
ADI vs TRMB
+121.9%
+529.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.4% | +4.1% |
| 7D | +4.6% | -3.0% | +7.6% | +6.2% |
| 30D | -1.2% | +2.3% | -3.5% | -2.6% |
| 3M | -7.8% | +15.3% | -23.1% | -15.6% |
| 6M | +19.3% | -14.7% | +34.0% | +27.1% |
| YTD | +40.9% | -26.4% | +67.3% | +61.4% |
| 1Y | +54.5% | -30.4% | +84.9% | +82.3% |
| 3Y | +123.4% | +13.5% | +109.9% | +99.2% |
| 5Y | +142.3% | -38.6% | +180.9% | +190.4% |
| All | +651.5% | +121.9% | +529.6% | +389.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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