+79.3%
ADI vs CPB
-18.4%
+97.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.9% | -9.1% | -2.1% |
| 7D | -5.1% | +13.0% | -18.1% | -2.9% |
| 30D | -3.1% | +20.5% | -23.6% | +0.5% |
| 3M | +7.1% | +2.2% | +5.0% | +8.8% |
| 6M | +2.9% | +15.4% | -12.5% | +5.3% |
| YTD | +51.1% | -12.3% | +63.5% | +55.3% |
| 1Y | +79.3% | -18.0% | +97.3% | +84.4% |
| All | +79.3% | -18.4% | +97.8% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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