+636.4%
ADI vs TER
+1,819.9%
-1,183.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | -1.0% |
| 7D | +2.6% | +12.4% | -9.7% | -3.1% |
| 30D | -4.6% | +5.1% | -9.8% | -7.7% |
| 3M | -9.5% | +4.0% | -13.5% | -14.7% |
| 6M | +14.8% | +29.5% | -14.7% | -7.1% |
| YTD | +35.8% | +98.5% | -62.6% | -14.6% |
| 1Y | +48.9% | +234.1% | -185.1% | -31.9% |
| 3Y | +115.6% | +289.0% | -173.5% | -16.3% |
| 5Y | +135.1% | +228.2% | -93.1% | -5.7% |
| 10Y | +636.4% | +1,895.7% | -1,259.2% | -7.0% |
| All | +636.4% | +1,819.9% | -1,183.5% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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