+636.4%
ADI vs CNP
+132.2%
+504.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +2.6% | +0.7% | +2.0% | +2.4% |
| 30D | -4.6% | -0.1% | -4.6% | -4.7% |
| 3M | -9.5% | -5.6% | -3.9% | -7.9% |
| 6M | +14.8% | -7.5% | +22.3% | +17.6% |
| YTD | +35.8% | +5.5% | +30.3% | +31.6% |
| 1Y | +48.9% | +8.3% | +40.6% | +42.5% |
| 3Y | +115.6% | +51.8% | +63.8% | +76.0% |
| 5Y | +135.1% | +69.9% | +65.2% | +81.3% |
| 10Y | +636.4% | +139.9% | +496.5% | +336.7% |
| All | +636.4% | +132.2% | +504.2% | +336.7% |
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 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