+48.9%
ADI vs COP
+52.6%
-3.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.7% |
| 7D | +2.6% | -0.5% | +3.1% | +2.6% |
| 30D | -4.6% | +11.7% | -16.3% | -3.3% |
| 3M | -9.5% | +17.7% | -27.2% | -7.2% |
| 6M | +14.8% | +18.3% | -3.5% | +16.4% |
| YTD | +35.8% | +49.1% | -13.2% | +32.6% |
| 1Y | +48.9% | +53.3% | -4.4% | +44.3% |
| All | +48.9% | +52.6% | -3.6% | +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