+78.0%
ADI vs TEM
+79.0%
-1.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.7% | +2.9% | -2.0% |
| 7D | +9.5% | -5.9% | +15.3% | +10.3% |
| 30D | -1.4% | +4.8% | -6.2% | -2.0% |
| 3M | +4.7% | +31.9% | -27.2% | -0.1% |
| 6M | -7.4% | +56.0% | -63.4% | -14.3% |
| YTD | +48.1% | +21.3% | +26.8% | +40.2% |
| 1Y | +69.6% | +5.4% | +64.3% | +63.6% |
| All | +78.0% | +79.0% | -1.0% | +49.0% |
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