+636.2%
ADI vs TER
+993.6%
-357.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -6.3% | -8.9% | +2.6% | -2.2% |
| 30D | -3.2% | -39.1% | +35.9% | +21.6% |
| 3M | +2.8% | -32.8% | +35.5% | +21.3% |
| 6M | -5.0% | -31.7% | +26.7% | +6.9% |
| YTD | +46.3% | +26.9% | +19.4% | +12.2% |
| 1Y | +71.6% | +33.6% | +38.1% | +27.4% |
| 3Y | +139.2% | +181.5% | -42.3% | +5.7% |
| 5Y | +136.4% | +76.1% | +60.3% | +29.4% |
| 10Y | +636.2% | +1,006.2% | -370.0% | +20.8% |
| All | +636.2% | +993.6% | -357.4% | +20.8% |
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