+171.1%
ADM vs TRI
+196.2%
-25.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.6% |
| 7D | +2.5% | -7.9% | +10.4% | +4.4% |
| 30D | +9.5% | -4.5% | +14.0% | +10.2% |
| 3M | +10.6% | +22.1% | -11.5% | +3.5% |
| 6M | +24.0% | -2.8% | +26.8% | +22.6% |
| YTD | +54.0% | -23.4% | +77.4% | +63.3% |
| 1Y | +45.3% | -41.5% | +86.8% | +69.6% |
| 3Y | +21.8% | -19.2% | +41.0% | +21.6% |
| 5Y | +66.8% | -9.4% | +76.2% | +55.8% |
| All | +171.1% | +196.2% | -25.2% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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