+651.5%
ADI vs TEL
+316.2%
+335.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.3% | +2.2% |
| 7D | +4.6% | +1.6% | +3.0% | +3.4% |
| 30D | -1.2% | -0.7% | -0.5% | -0.9% |
| 3M | -7.8% | +2.4% | -10.2% | -9.9% |
| 6M | +19.3% | +4.1% | +15.2% | +13.6% |
| YTD | +40.9% | -5.8% | +46.7% | +42.4% |
| 1Y | +54.5% | +0.9% | +53.6% | +46.7% |
| 3Y | +123.4% | +72.6% | +50.8% | +36.5% |
| 5Y | +142.3% | +57.5% | +84.8% | +57.5% |
| All | +651.5% | +316.2% | +335.3% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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