+620.2%
ADI vs ALB
+32.4%
+587.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.4% |
| 7D | +9.5% | -5.8% | +15.2% | +11.4% |
| 30D | -1.4% | -4.5% | +3.1% | -0.3% |
| 3M | +4.7% | -28.1% | +32.8% | +14.6% |
| 6M | -7.4% | -53.2% | +45.8% | +14.9% |
| YTD | +48.1% | -33.3% | +81.4% | +60.7% |
| 1Y | +69.6% | -17.4% | +87.1% | +71.6% |
| 3Y | +144.4% | -14.1% | +158.5% | +119.6% |
| 5Y | +134.1% | -64.0% | +198.2% | +167.3% |
| All | +620.2% | +32.4% | +587.8% | +301.7% |
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