+616.7%
ADI vs TRV
+298.6%
+318.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.3% |
| 7D | +1.3% | -1.5% | +2.8% | +2.0% |
| 30D | -6.0% | -1.8% | -4.1% | -5.3% |
| 3M | -7.7% | +21.6% | -29.3% | -16.2% |
| 6M | +14.0% | +22.5% | -8.5% | +2.8% |
| YTD | +34.4% | +28.1% | +6.2% | +18.6% |
| 1Y | +48.0% | +37.0% | +10.9% | +26.1% |
| 3Y | +113.3% | +141.9% | -28.6% | +34.2% |
| 5Y | +131.1% | +158.5% | -27.4% | +37.0% |
| All | +616.7% | +298.6% | +318.1% | +240.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling