+632.7%
ADI vs ALB
+85.3%
+547.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.5% |
| 7D | +2.4% | -4.4% | +6.9% | +3.7% |
| 30D | -6.6% | -1.2% | -5.4% | -6.5% |
| 3M | -9.8% | -13.3% | +3.5% | -6.4% |
| 6M | +15.7% | -19.8% | +35.4% | +21.1% |
| YTD | +35.1% | -7.9% | +43.1% | +33.9% |
| 1Y | +47.7% | +60.2% | -12.5% | +20.4% |
| 3Y | +114.5% | -26.4% | +140.9% | +106.1% |
| 5Y | +141.2% | -42.5% | +183.8% | +138.0% |
| All | +632.7% | +85.3% | +547.4% | +305.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling