+306.2%
ADI vs ALC
+30.3%
+275.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | -6.3% | +2.3% | -8.6% | -7.6% |
| 30D | -3.2% | +15.5% | -18.7% | -10.4% |
| 3M | +2.8% | +0.6% | +2.2% | +1.6% |
| 6M | -5.0% | +18.4% | -23.4% | -14.7% |
| YTD | +46.3% | -5.6% | +51.9% | +47.0% |
| 1Y | +71.6% | 0.0% | +71.6% | +66.9% |
| 3Y | +139.2% | +2.8% | +136.4% | +122.0% |
| 5Y | +136.4% | -8.8% | +145.2% | +131.8% |
| All | +306.2% | +30.3% | +275.9% | +212.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling