+1,426.6%
ADI vs TEL
+708.6%
+718.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +1.3% |
| 7D | +2.4% | -1.4% | +3.9% | +3.2% |
| 30D | -6.6% | -4.9% | -1.7% | -4.0% |
| 3M | -9.8% | +0.1% | -9.9% | -10.1% |
| 6M | +15.7% | +0.4% | +15.3% | +14.1% |
| YTD | +35.1% | -8.9% | +44.0% | +39.6% |
| 1Y | +47.7% | -0.3% | +48.0% | +43.9% |
| 3Y | +114.5% | +67.6% | +46.8% | +53.2% |
| 5Y | +141.2% | +50.7% | +90.6% | +83.6% |
| 10Y | +611.3% | +288.6% | +322.7% | +225.5% |
| All | +1,426.6% | +708.6% | +718.0% | +364.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling