+620.2%
ADI vs CI
+146.2%
+474.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | +9.5% | +1.2% | +8.3% | +9.1% |
| 30D | -1.4% | +2.6% | -3.9% | -2.4% |
| 3M | +4.7% | +7.4% | -2.7% | +2.0% |
| 6M | -7.4% | -0.1% | -7.3% | -8.4% |
| YTD | +48.1% | +9.7% | +38.3% | +41.9% |
| 1Y | +69.6% | +12.1% | +57.5% | +61.5% |
| 3Y | +144.4% | +7.0% | +137.3% | +125.8% |
| 5Y | +134.1% | +49.7% | +84.4% | +84.5% |
| All | +620.2% | +146.2% | +474.0% | +373.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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