+277.0%
ADI vs ALC
+20.4%
+256.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.0% |
| 7D | +2.6% | -5.3% | +7.9% | +5.4% |
| 30D | -4.6% | -7.1% | +2.4% | -1.2% |
| 3M | -9.5% | +0.8% | -10.3% | -10.6% |
| 6M | +14.8% | -16.0% | +30.8% | +23.7% |
| YTD | +35.8% | -12.7% | +48.6% | +43.0% |
| 1Y | +48.9% | -12.8% | +61.8% | +56.7% |
| 3Y | +115.6% | -15.8% | +131.4% | +125.2% |
| 5Y | +135.1% | -16.7% | +151.8% | +142.9% |
| All | +277.0% | +20.4% | +256.6% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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