+620.2%
ADI vs CHD
+196.1%
+424.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -3.0% |
| 7D | +9.5% | +3.6% | +5.8% | +8.8% |
| 30D | -1.4% | +10.4% | -11.8% | -3.3% |
| 3M | +4.7% | +12.2% | -7.5% | +2.4% |
| 6M | -7.4% | +19.9% | -27.3% | -11.0% |
| YTD | +48.1% | +36.4% | +11.6% | +38.3% |
| 1Y | +69.6% | +35.1% | +34.5% | +58.7% |
| 3Y | +144.4% | +29.2% | +115.2% | +127.4% |
| 5Y | +134.1% | +33.4% | +100.7% | +111.3% |
| All | +620.2% | +196.1% | +424.1% | +415.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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