+620.2%
ADI vs TER
+998.2%
-378.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.4% | +2.6% | -0.2% |
| 7D | +9.5% | +14.4% | -4.9% | +2.5% |
| 30D | -1.4% | -30.6% | +29.2% | +16.4% |
| 3M | +4.7% | -39.2% | +43.9% | +29.9% |
| 6M | -7.4% | -31.3% | +23.8% | +3.7% |
| YTD | +48.1% | +29.1% | +19.0% | +12.5% |
| 1Y | +69.6% | +47.4% | +22.2% | +19.6% |
| 3Y | +144.4% | +191.2% | -46.9% | +6.0% |
| 5Y | +134.1% | +74.0% | +60.1% | +29.1% |
| All | +620.2% | +998.2% | -378.0% | +20.5% |
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