+68.4%
ADI vs CRCL
+30.9%
+37.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | -0.9% |
| 7D | +1.3% | -12.5% | +13.8% | +1.8% |
| 30D | -6.0% | +26.9% | -32.9% | -6.8% |
| 3M | -7.7% | +14.4% | -22.2% | -8.4% |
| 6M | +14.0% | -23.5% | +37.5% | +13.7% |
| YTD | +34.4% | +13.9% | +20.5% | +32.3% |
| 1Y | +48.0% | -20.6% | +68.5% | +47.1% |
| All | +68.4% | +30.9% | +37.5% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 all: compounded portfolio wealth divided by compounded CRCL 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…
all analysis · Full analysis span regression · 6 months rolling