+636.4%
ADI vs TEAM
+481.6%
+154.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +2.6% | -4.7% | +7.3% | +3.4% |
| 30D | -4.6% | +17.0% | -21.7% | -7.7% |
| 3M | -9.5% | +85.9% | -95.4% | -21.2% |
| 6M | +14.8% | +116.7% | -101.8% | -5.8% |
| YTD | +35.8% | +9.6% | +26.2% | +28.7% |
| 1Y | +48.9% | -2.5% | +51.5% | +44.6% |
| 3Y | +115.6% | -14.0% | +129.5% | +106.6% |
| 5Y | +135.1% | -53.1% | +188.2% | +140.6% |
| 10Y | +636.4% | +502.9% | +133.5% | +299.2% |
| All | +636.4% | +481.6% | +154.8% | +299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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