+37,360.5%
ADI vs TRV
+6,571.7%
+30,788.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | -4.6% | -2.3% | -2.3% | -3.7% |
| 3M | -9.5% | +22.7% | -32.2% | -18.2% |
| 6M | +14.8% | +21.9% | -7.1% | +3.8% |
| YTD | +35.8% | +27.5% | +8.4% | +20.1% |
| 1Y | +48.9% | +36.2% | +12.7% | +27.5% |
| 3Y | +115.6% | +140.6% | -25.0% | +39.6% |
| 5Y | +135.1% | +154.5% | -19.4% | +45.9% |
| 10Y | +636.4% | +295.4% | +341.0% | +261.3% |
| All | +37,360.5% | +6,571.7% | +30,788.9% | +4,886.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling