+49.0%
ADI vs CTVA
+22.4%
+26.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +0.4% | +4.9% | -4.5% | -0.3% |
| 30D | -3.8% | +11.9% | -15.7% | -5.5% |
| 3M | -15.3% | +13.7% | -28.9% | -18.5% |
| 6M | +6.7% | +13.1% | -6.5% | +2.2% |
| YTD | +34.8% | +32.0% | +2.8% | +23.4% |
| 1Y | +49.0% | +22.1% | +27.0% | +38.0% |
| All | +49.0% | +22.4% | +26.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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