+686.2%
ADI vs TEAM
+802.8%
-116.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.1% |
| 7D | +0.4% | -0.4% | +0.9% | +0.5% |
| 30D | -3.8% | +67.3% | -71.1% | -13.1% |
| 3M | -15.3% | +86.8% | -102.0% | -25.7% |
| 6M | +6.7% | +146.8% | -140.1% | -13.9% |
| YTD | +34.8% | +16.9% | +17.8% | +26.4% |
| 1Y | +49.0% | +12.8% | +36.2% | +40.3% |
| 3Y | +108.1% | -7.3% | +115.4% | +97.0% |
| 5Y | +142.4% | -50.7% | +193.1% | +143.9% |
| 10Y | +589.9% | +529.8% | +60.1% | +326.4% |
| All | +686.2% | +802.8% | -116.6% | +367.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling