+114.5%
ADI vs TEAM
-14.9%
+129.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.9% | +7.2% | +0.9% |
| 7D | +2.4% | -5.7% | +8.1% | +2.9% |
| 30D | -6.6% | +18.3% | -24.9% | -8.1% |
| 3M | -9.8% | +80.2% | -90.0% | -15.3% |
| 6M | +15.7% | +111.0% | -95.3% | +5.0% |
| YTD | +35.1% | +8.8% | +26.3% | +41.6% |
| 1Y | +47.7% | +2.2% | +45.5% | +56.5% |
| 3Y | +114.5% | -14.6% | +129.1% | +124.7% |
| All | +114.5% | -14.9% | +129.4% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling