+651.5%
ADI vs TRU
+147.2%
+504.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +4.4% |
| 7D | +4.6% | -2.7% | +7.3% | +5.8% |
| 30D | -1.2% | -2.0% | +0.9% | -0.7% |
| 3M | -7.8% | +18.4% | -26.3% | -16.2% |
| 6M | +19.3% | +8.9% | +10.5% | +11.3% |
| YTD | +40.9% | -8.9% | +49.9% | +40.7% |
| 1Y | +54.5% | -15.9% | +70.4% | +59.0% |
| 3Y | +123.4% | -1.1% | +124.5% | +101.5% |
| 5Y | +142.3% | -35.2% | +177.5% | +166.9% |
| All | +651.5% | +147.2% | +504.3% | +377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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