+127.4%
ADI vs CB
+71.5%
+55.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.7% |
| 7D | -12.8% | +0.2% | -13.1% | -12.8% |
| 30D | -11.3% | +9.1% | -20.4% | -11.3% |
| 3M | -3.4% | +3.4% | -6.8% | -3.2% |
| 6M | -12.0% | +14.1% | -26.1% | -13.1% |
| YTD | +35.3% | +18.0% | +17.2% | +32.6% |
| 1Y | +58.1% | +30.1% | +27.9% | +51.5% |
| 3Y | +127.4% | +71.8% | +55.6% | +116.6% |
| All | +127.4% | +71.5% | +55.9% | +116.6% |
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