+112.7%
ADI vs TER
+249.3%
-136.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.5% | -3.9% | -0.5% |
| 7D | +0.4% | +0.6% | -0.2% | +0.1% |
| 30D | -3.8% | -8.3% | +4.5% | -1.2% |
| 3M | -15.3% | -12.2% | -3.0% | -13.4% |
| 6M | +6.7% | +17.1% | -10.4% | -5.5% |
| YTD | +34.8% | +84.7% | -49.9% | -3.6% |
| 1Y | +49.0% | +199.9% | -150.9% | -17.4% |
| All | +112.7% | +249.3% | -136.6% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling