+141.2%
ADI vs CNP
+76.4%
+64.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.1% |
| 7D | +2.4% | +1.6% | +0.8% | +1.9% |
| 30D | -6.6% | -0.8% | -5.8% | -6.4% |
| 3M | -9.8% | -3.6% | -6.2% | -9.2% |
| 6M | +15.7% | -6.9% | +22.6% | +17.6% |
| YTD | +35.1% | +6.4% | +28.7% | +30.9% |
| 1Y | +47.7% | +9.9% | +37.8% | +41.0% |
| 3Y | +114.5% | +53.1% | +61.4% | +76.4% |
| 5Y | +141.2% | +72.0% | +69.3% | +89.7% |
| All | +141.2% | +76.4% | +64.8% | +89.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling