+1,258.8%
ADI vs CNC
+5,330.7%
-4,071.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +3.9% | +1.0% |
| 7D | +2.4% | -1.0% | +3.4% | +2.6% |
| 30D | -6.6% | -1.8% | -4.8% | -6.3% |
| 3M | -9.8% | -0.7% | -9.1% | -10.0% |
| 6M | +15.7% | +47.9% | -32.3% | +5.8% |
| YTD | +35.1% | +56.9% | -21.8% | +21.9% |
| 1Y | +47.7% | +123.9% | -76.2% | +23.4% |
| 3Y | +114.5% | -1.3% | +115.7% | +101.0% |
| 5Y | +141.2% | +2.8% | +138.5% | +120.9% |
| 10Y | +611.3% | +90.9% | +520.4% | +461.5% |
| All | +1,258.8% | +5,330.7% | -4,071.9% | +515.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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