+620.2%
ADI vs TT
+725.1%
-104.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.3% | -1.9% |
| 7D | +9.5% | +4.0% | +5.4% | +7.1% |
| 30D | -1.4% | -11.3% | +9.9% | +6.1% |
| 3M | +4.7% | -12.3% | +17.0% | +13.5% |
| 6M | -7.4% | -10.8% | +3.4% | -0.4% |
| YTD | +48.1% | +8.2% | +39.9% | +41.7% |
| 1Y | +69.6% | +1.5% | +68.2% | +68.4% |
| 3Y | +144.4% | +91.5% | +52.9% | +64.3% |
| 5Y | +134.1% | +130.2% | +3.9% | +37.1% |
| All | +620.2% | +725.1% | -104.9% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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