+79.3%
ADI vs TROW
+17.3%
+62.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.0% | -9.2% | -4.8% |
| 7D | -5.1% | +8.2% | -13.4% | -7.2% |
| 30D | -3.1% | +8.3% | -11.4% | -5.3% |
| 3M | +7.1% | -1.6% | +8.7% | +7.8% |
| 6M | +2.9% | +11.9% | -9.0% | -1.7% |
| YTD | +51.1% | +14.3% | +36.8% | +41.5% |
| 1Y | +79.3% | +17.0% | +62.3% | +63.8% |
| All | +79.3% | +17.3% | +62.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling