+763.7%
ADI vs TEAM
+614.2%
+149.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.5% |
| 7D | +9.5% | -2.4% | +11.9% | +9.9% |
| 30D | -1.4% | -26.7% | +25.3% | +3.5% |
| 3M | +4.7% | -9.6% | +14.4% | +5.4% |
| 6M | -7.4% | +86.0% | -93.5% | -20.4% |
| YTD | +48.1% | -7.5% | +55.6% | +43.4% |
| 1Y | +69.6% | -1.4% | +71.0% | +62.0% |
| 3Y | +144.4% | -14.3% | +158.7% | +131.7% |
| 5Y | +134.1% | -66.3% | +200.4% | +151.5% |
| 10Y | +632.8% | +445.6% | +187.1% | +363.5% |
| All | +763.7% | +614.2% | +149.5% | +430.6% |
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