+636.2%
ADI vs CB
+246.9%
+389.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.0% |
| 7D | -6.3% | +0.7% | -7.0% | -6.6% |
| 30D | -3.2% | +8.2% | -11.4% | -6.4% |
| 3M | +2.8% | +6.3% | -3.5% | -0.1% |
| 6M | -5.0% | +16.2% | -21.2% | -12.2% |
| YTD | +46.3% | +19.3% | +27.0% | +33.3% |
| 1Y | +71.6% | +29.2% | +42.4% | +50.7% |
| 3Y | +139.2% | +71.4% | +67.7% | +80.4% |
| 5Y | +136.4% | +104.2% | +32.2% | +61.0% |
| 10Y | +636.2% | +246.7% | +389.6% | +309.4% |
| All | +636.2% | +246.9% | +389.3% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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