+579.4%
ADI vs CF
+561.7%
+17.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -12.8% | -3.2% | -9.7% | -12.4% |
| 30D | -11.3% | +4.3% | -15.7% | -12.5% |
| 3M | -3.4% | +2.8% | -6.2% | -4.8% |
| 6M | -12.0% | +0.6% | -12.6% | -13.4% |
| YTD | +35.3% | +56.6% | -21.4% | +16.1% |
| 1Y | +58.1% | +49.6% | +8.5% | +37.1% |
| 3Y | +127.4% | +61.5% | +65.9% | +89.1% |
| 5Y | +114.6% | +124.0% | -9.4% | +52.3% |
| All | +579.4% | +561.7% | +17.7% | +275.0% |
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