+40,736.5%
ADI vs CAG
+578.5%
+40,158.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -3.0% |
| 7D | +9.5% | -3.3% | +12.8% | +10.1% |
| 30D | -1.4% | +7.7% | -9.1% | -3.2% |
| 3M | +4.7% | -3.2% | +7.9% | +4.7% |
| 6M | -7.4% | +7.0% | -14.4% | -9.8% |
| YTD | +48.1% | -9.0% | +57.0% | +48.5% |
| 1Y | +69.6% | -9.6% | +79.2% | +70.3% |
| 3Y | +144.4% | -36.0% | +180.3% | +160.2% |
| 5Y | +134.1% | -40.9% | +175.0% | +150.6% |
| 10Y | +632.8% | -37.3% | +670.1% | +644.0% |
| All | +40,736.5% | +578.5% | +40,158.0% | +18,815.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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