+636.4%
ADI vs ALB
+80.1%
+556.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.4% |
| 7D | +2.6% | -8.6% | +11.2% | +5.3% |
| 30D | -4.6% | -4.0% | -0.6% | -3.8% |
| 3M | -9.5% | -17.4% | +7.9% | -4.7% |
| 6M | +14.8% | -25.4% | +40.2% | +22.9% |
| YTD | +35.8% | -10.5% | +46.3% | +35.7% |
| 1Y | +48.9% | +75.8% | -26.9% | +18.1% |
| 3Y | +115.6% | -28.5% | +144.1% | +108.9% |
| 5Y | +135.1% | -45.1% | +180.2% | +135.3% |
| 10Y | +636.4% | +87.3% | +549.1% | +311.2% |
| All | +636.4% | +80.1% | +556.4% | +311.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling