+49.0%
ADI vs COP
+46.5%
+2.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.5% |
| 7D | +0.4% | +3.0% | -2.6% | +0.8% |
| 30D | -3.8% | +17.5% | -21.3% | -1.9% |
| 3M | -15.3% | +13.4% | -28.6% | -13.3% |
| 6M | +6.7% | +17.7% | -11.0% | +7.8% |
| YTD | +34.8% | +46.6% | -11.8% | +31.7% |
| 1Y | +49.0% | +44.6% | +4.4% | +44.3% |
| All | +49.0% | +46.5% | +2.6% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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