+139.2%
ADI vs CF
+62.9%
+76.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.4% |
| 7D | -6.3% | +4.8% | -11.1% | -6.4% |
| 30D | -3.2% | +9.7% | -12.9% | -3.5% |
| 3M | +2.8% | +1.2% | +1.5% | +2.6% |
| 6M | -5.0% | +7.4% | -12.4% | -5.8% |
| YTD | +46.3% | +60.5% | -14.2% | +29.5% |
| 1Y | +71.6% | +50.7% | +20.9% | +54.2% |
| 3Y | +139.2% | +64.8% | +74.4% | +100.3% |
| All | +139.2% | +62.9% | +76.3% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling