+1,199.0%
ADI vs CG
+351.2%
+847.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.3% |
| 7D | +0.4% | -4.3% | +4.8% | +2.2% |
| 30D | -3.8% | -5.1% | +1.3% | -2.1% |
| 3M | -15.3% | +8.7% | -23.9% | -18.7% |
| 6M | +6.7% | -9.2% | +15.9% | +9.6% |
| YTD | +34.8% | -18.9% | +53.6% | +43.7% |
| 1Y | +49.0% | -25.6% | +74.7% | +64.0% |
| 3Y | +108.1% | +57.3% | +50.8% | +63.6% |
| 5Y | +142.4% | +10.2% | +132.3% | +111.4% |
| 10Y | +589.9% | +364.2% | +225.7% | +266.5% |
| All | +1,199.0% | +351.2% | +847.9% | +576.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling