+79.3%
ADI vs TRV
+54.4%
+24.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.7% | -2.2% |
| 7D | -5.1% | +3.9% | -9.0% | -4.1% |
| 30D | -3.1% | +13.5% | -16.5% | +0.2% |
| 3M | +7.1% | +8.9% | -1.7% | +9.7% |
| 6M | +2.9% | +36.8% | -33.8% | +10.3% |
| YTD | +51.1% | +42.7% | +8.4% | +60.5% |
| 1Y | +79.3% | +49.9% | +29.5% | +92.1% |
| All | +79.3% | +54.4% | +24.9% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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