+636.2%
ADI vs CNP
+143.3%
+492.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -6.3% | -3.0% | -3.3% | -5.0% |
| 30D | -3.2% | +6.8% | -10.0% | -5.7% |
| 3M | +2.8% | +3.6% | -0.9% | +1.2% |
| 6M | -5.0% | 0.0% | -5.0% | -5.6% |
| YTD | +46.3% | +9.4% | +36.9% | +39.8% |
| 1Y | +71.6% | +6.8% | +64.8% | +65.4% |
| 3Y | +139.2% | +64.2% | +75.0% | +88.9% |
| 5Y | +136.4% | +76.0% | +60.4% | +79.5% |
| 10Y | +636.2% | +143.3% | +492.9% | +300.9% |
| All | +636.2% | +143.3% | +492.9% | +300.9% |
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