+131.1%
ADI vs TEL
+50.4%
+80.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | -2.3% | +3.6% | +3.0% |
| 30D | -6.0% | -6.1% | +0.1% | -1.9% |
| 3M | -7.7% | +1.7% | -9.4% | -9.3% |
| 6M | +14.0% | +1.6% | +12.4% | +10.3% |
| YTD | +34.4% | -9.1% | +43.5% | +39.1% |
| 1Y | +48.0% | -1.7% | +49.6% | +42.1% |
| 3Y | +113.3% | +67.3% | +46.0% | +27.5% |
| 5Y | +131.1% | +52.1% | +79.0% | +47.3% |
| All | +131.1% | +50.4% | +80.7% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling