+1,088.8%
ADI vs CDW
+1,039.4%
+49.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.2% | +1.8% | +2.9% |
| 7D | +0.7% | +2.6% | -1.9% | -0.2% |
| 30D | +0.7% | +20.4% | -19.7% | -8.7% |
| 3M | +6.5% | +28.5% | -22.0% | -7.6% |
| 6M | -2.7% | +70.6% | -73.3% | -29.9% |
| YTD | +52.2% | +29.1% | +23.1% | +23.1% |
| 1Y | +77.5% | +23.8% | +53.7% | +47.1% |
| 3Y | +148.8% | -14.5% | +163.2% | +151.9% |
| 5Y | +142.9% | -1.6% | +144.4% | +125.0% |
| 10Y | +653.2% | +322.0% | +331.2% | +256.6% |
| All | +1,088.8% | +1,039.4% | +49.4% | +368.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 all: compounded portfolio wealth divided by compounded CDW 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…
all analysis · Full analysis span regression · 6 months rolling