+640.7%
ADI vs CNP
+145.0%
+495.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +13.4% | +2.5% | +10.9% | +12.3% |
| 30D | -1.3% | +4.0% | -5.3% | -2.8% |
| 3M | +6.8% | +1.6% | +5.2% | +6.0% |
| 6M | -1.9% | -1.7% | -0.2% | -1.8% |
| YTD | +52.3% | +8.6% | +43.6% | +45.9% |
| 1Y | +71.6% | +5.8% | +65.8% | +66.0% |
| 3Y | +148.9% | +63.0% | +85.9% | +97.1% |
| 5Y | +140.8% | +74.7% | +66.1% | +83.4% |
| All | +640.7% | +145.0% | +495.6% | +299.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling