+48.9%
ADI vs CNP
+9.1%
+39.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.4% |
| 7D | +2.6% | +0.7% | +2.0% | +2.7% |
| 30D | -4.6% | -0.1% | -4.6% | -4.6% |
| 3M | -9.5% | -5.6% | -3.9% | -10.7% |
| 6M | +14.8% | -7.5% | +22.3% | +13.3% |
| YTD | +35.8% | +5.5% | +30.3% | +35.5% |
| 1Y | +48.9% | +8.3% | +40.6% | +45.4% |
| All | +48.9% | +9.1% | +39.8% | +45.4% |
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