+79.3%
ADI vs CF
+35.9%
+43.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.4% | +1.2% | -3.9% |
| 7D | -5.1% | -6.9% | +1.7% | -6.1% |
| 30D | -3.1% | -3.7% | +0.7% | -3.5% |
| 3M | +7.1% | -5.0% | +12.1% | +6.6% |
| 6M | +2.9% | -10.5% | +13.4% | +1.6% |
| YTD | +51.1% | +46.5% | +4.6% | +43.2% |
| 1Y | +79.3% | +34.8% | +44.5% | +75.8% |
| All | +79.3% | +35.9% | +43.4% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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