+144.4%
ADI vs TEAM
-13.9%
+158.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.6% |
| 7D | +9.5% | -2.4% | +11.9% | +9.7% |
| 30D | -1.4% | -26.7% | +25.3% | +0.8% |
| 3M | +4.7% | -9.6% | +14.4% | +5.1% |
| 6M | -7.4% | +86.0% | -93.5% | -14.5% |
| YTD | +48.1% | -7.5% | +55.6% | +57.6% |
| 1Y | +69.6% | -1.4% | +71.0% | +77.6% |
| 3Y | +144.4% | -14.3% | +158.7% | +152.2% |
| All | +144.4% | -13.9% | +158.3% | +152.2% |
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 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