+49.0%
ADI vs CNP
+7.2%
+41.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.5% |
| 7D | +0.4% | +1.1% | -0.7% | +0.6% |
| 30D | -3.8% | -1.8% | -2.0% | -4.0% |
| 3M | -15.3% | -4.6% | -10.6% | -16.4% |
| 6M | +6.7% | -8.8% | +15.5% | +5.1% |
| YTD | +34.8% | +5.2% | +29.5% | +34.5% |
| 1Y | +49.0% | +8.3% | +40.7% | +46.4% |
| All | +49.0% | +7.2% | +41.8% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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