+123.4%
ADI vs CDE
+807.6%
-684.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.7% |
| 7D | +4.6% | -3.1% | +7.7% | +5.1% |
| 30D | -1.2% | +9.5% | -10.6% | -2.7% |
| 3M | -7.8% | +25.5% | -33.3% | -11.7% |
| 6M | +19.3% | -7.9% | +27.2% | +18.8% |
| YTD | +40.9% | +15.6% | +25.4% | +34.3% |
| 1Y | +54.5% | +34.0% | +20.4% | +42.1% |
| 3Y | +123.4% | +791.9% | -668.5% | +49.2% |
| All | +123.4% | +807.6% | -684.2% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling