+55,065.0%
ADI vs TRMB
+3,157.0%
+51,908.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.4% | -2.7% |
| 7D | +9.5% | +2.8% | +6.6% | +8.7% |
| 30D | -1.4% | -5.9% | +4.5% | -0.2% |
| 3M | +4.7% | -3.3% | +8.0% | +5.0% |
| 6M | -7.4% | +1.3% | -8.8% | -9.0% |
| YTD | +48.1% | -29.0% | +77.0% | +59.9% |
| 1Y | +69.6% | -27.8% | +97.4% | +82.4% |
| 3Y | +144.4% | +36.3% | +108.1% | +121.3% |
| 5Y | +134.1% | -35.8% | +169.9% | +158.0% |
| 10Y | +632.8% | +103.1% | +529.7% | +490.8% |
| All | +55,065.0% | +3,157.0% | +51,908.0% | +18,193.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling