+71.6%
ADI vs ALB
-9.0%
+80.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.2% | +0.3% |
| 7D | +13.4% | -3.6% | +17.0% | +14.1% |
| 30D | -1.3% | -2.9% | +1.6% | -0.9% |
| 3M | +6.8% | -25.8% | +32.6% | +12.4% |
| 6M | -1.9% | -53.6% | +51.7% | +10.9% |
| YTD | +52.3% | -32.4% | +84.6% | +55.9% |
| 1Y | +71.6% | -13.0% | +84.7% | +64.4% |
| All | +71.6% | -9.0% | +80.6% | +64.4% |
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