+49.5%
ADI vs CG
-28.9%
+78.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +1.4% |
| 7D | +2.6% | -6.4% | +9.1% | +4.1% |
| 30D | -4.6% | -7.1% | +2.4% | -3.3% |
| 3M | -9.5% | -1.6% | -7.9% | -9.7% |
| 6M | +14.8% | -8.3% | +23.2% | +16.2% |
| YTD | +35.8% | -23.8% | +59.6% | +44.4% |
| All | +49.5% | -28.9% | +78.4% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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