+151.2%
ADI vs TRMB
+36.0%
+115.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.2% | +0.9% | +2.5% |
| 7D | +0.7% | +4.1% | -3.4% | -1.1% |
| 30D | +0.7% | -5.1% | +5.8% | +1.9% |
| 3M | +6.5% | -2.6% | +9.1% | +5.9% |
| 6M | -2.7% | -2.7% | 0.0% | -4.0% |
| YTD | +52.2% | -27.9% | +80.1% | +79.0% |
| 1Y | +77.5% | -29.0% | +106.5% | +110.6% |
| All | +151.2% | +36.0% | +115.2% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling