+620.2%
ADI vs CF
+479.1%
+141.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +4.8% | +4.7% | +8.4% |
| 30D | -1.4% | +4.7% | -6.1% | -2.7% |
| 3M | +4.7% | +7.4% | -2.7% | +2.3% |
| 6M | -7.4% | +0.6% | -8.0% | -8.6% |
| YTD | +48.1% | +64.1% | -16.1% | +25.7% |
| 1Y | +69.6% | +51.4% | +18.2% | +46.9% |
| 3Y | +144.4% | +67.8% | +76.6% | +101.4% |
| 5Y | +134.1% | +114.1% | +20.0% | +69.0% |
| All | +620.2% | +479.1% | +141.1% | +282.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling