+61.6%
ADI vs TEM
+46.9%
+14.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.5% |
| 7D | +1.3% | -9.2% | +10.5% | +2.5% |
| 30D | -6.0% | +5.5% | -11.4% | -7.1% |
| 3M | -7.7% | +18.7% | -26.4% | -10.7% |
| 6M | +14.0% | +15.4% | -1.4% | +9.7% |
| YTD | +34.4% | -0.5% | +34.9% | +31.3% |
| 1Y | +48.0% | -24.8% | +72.8% | +49.1% |
| All | +61.6% | +46.9% | +14.7% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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