+69.6%
ADI vs CP
+31.6%
+38.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +9.5% | +2.1% | +7.3% | +8.7% |
| 30D | -1.4% | +9.3% | -10.7% | -4.4% |
| 3M | +4.7% | +0.5% | +4.3% | +4.8% |
| 6M | -7.4% | +10.4% | -17.8% | -12.0% |
| YTD | +48.1% | +28.7% | +19.4% | +31.1% |
| 1Y | +69.6% | +33.2% | +36.5% | +44.7% |
| All | +69.6% | +31.6% | +38.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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