+40,396.8%
ADI vs TER
+9,741.5%
+30,655.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +12.7% | -4.2% | +2.4% |
| 7D | -4.4% | -5.8% | +1.3% | -1.8% |
| 30D | -2.8% | -38.9% | +36.1% | +21.9% |
| 3M | +1.5% | -35.1% | +36.6% | +21.9% |
| 6M | -4.7% | -31.6% | +26.9% | +7.3% |
| YTD | +46.8% | +27.2% | +19.6% | +15.8% |
| 1Y | +74.9% | +35.2% | +39.7% | +33.2% |
| 3Y | +147.4% | +192.8% | -45.4% | +19.1% |
| 5Y | +131.9% | +72.4% | +59.5% | +39.7% |
| 10Y | +630.6% | +1,001.8% | -371.3% | +68.2% |
| All | +40,396.8% | +9,741.5% | +30,655.3% | +2,996.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling