+114.5%
ADI vs CB
+70.7%
+43.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.3% |
| 7D | +2.4% | -0.6% | +3.1% | +2.4% |
| 30D | -6.6% | -3.9% | -2.7% | -6.5% |
| 3M | -9.8% | +4.9% | -14.7% | -10.8% |
| 6M | +15.7% | +3.3% | +12.4% | +14.7% |
| YTD | +35.1% | +8.5% | +26.6% | +32.6% |
| 1Y | +47.7% | +22.1% | +25.6% | +41.0% |
| 3Y | +114.5% | +70.1% | +44.3% | +99.6% |
| All | +114.5% | +70.7% | +43.8% | +99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling