+37,168.6%
ADI vs TROW
+14,398.8%
+22,769.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | -6.6% | -4.0% | -2.5% | -4.9% |
| 3M | -9.8% | +5.0% | -14.8% | -12.1% |
| 6M | +15.7% | +24.3% | -8.6% | +4.6% |
| YTD | +35.1% | +9.8% | +25.4% | +28.5% |
| 1Y | +47.7% | +6.4% | +41.3% | +42.4% |
| 3Y | +114.5% | +15.8% | +98.7% | +99.5% |
| 5Y | +141.2% | -37.3% | +178.5% | +186.8% |
| 10Y | +611.3% | +130.6% | +480.7% | +385.2% |
| All | +37,168.6% | +14,398.8% | +22,769.8% | +5,774.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling