+79.3%
ADI vs CRS
-3.8%
+83.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.7% | -2.8% |
| 7D | -5.1% | +4.3% | -9.5% | -6.3% |
| 30D | -3.1% | -25.5% | +22.4% | +4.7% |
| 3M | +7.1% | -48.7% | +55.9% | +28.5% |
| 6M | +2.9% | -31.6% | +34.5% | +15.9% |
| YTD | +51.1% | -7.0% | +58.2% | +63.8% |
| 1Y | +79.3% | -4.5% | +83.8% | +92.4% |
| All | +79.3% | -3.8% | +83.1% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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