+79.3%
ADI vs ALB
+4.7%
+74.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.3% | -8.5% | -4.2% |
| 7D | -5.1% | -2.1% | -3.1% | -4.8% |
| 30D | -3.1% | -9.0% | +5.9% | -1.4% |
| 3M | +7.1% | -21.1% | +28.3% | +11.5% |
| 6M | +2.9% | -49.9% | +52.8% | +15.4% |
| YTD | +51.1% | -32.3% | +83.4% | +55.5% |
| 1Y | +79.3% | +8.6% | +70.7% | +64.9% |
| All | +79.3% | +4.7% | +74.6% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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