+79.3%
ADI vs CDE
+0.7%
+78.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.7% | -12.0% | -4.8% |
| 7D | -5.1% | +1.1% | -6.3% | -5.4% |
| 30D | -3.1% | -14.5% | +11.4% | -0.4% |
| 3M | +7.1% | -10.1% | +17.2% | +8.3% |
| 6M | +2.9% | -16.9% | +19.8% | +4.7% |
| YTD | +51.1% | -18.1% | +69.3% | +51.0% |
| 1Y | +79.3% | +5.6% | +73.7% | +65.4% |
| All | +79.3% | +0.7% | +78.6% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 1y: compounded portfolio wealth divided by compounded CDE 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…
1y analysis · Full analysis span regression · 6 months rolling