+63.3%
ADI vs TEM
+53.2%
+10.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +1.1% |
| 7D | +2.6% | -1.1% | +3.7% | +2.7% |
| 30D | -4.6% | +11.3% | -15.9% | -6.4% |
| 3M | -9.5% | +25.5% | -35.0% | -13.0% |
| 6M | +14.8% | +17.1% | -2.3% | +10.4% |
| YTD | +35.8% | +3.8% | +32.0% | +32.0% |
| 1Y | +48.9% | -24.4% | +73.3% | +50.1% |
| All | +63.3% | +53.2% | +10.1% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling