+579.4%
ADI vs ALLE
+222.4%
+356.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -12.8% | -0.6% | -12.3% | -12.5% |
| 30D | -11.3% | +25.3% | -36.7% | -22.6% |
| 3M | -3.4% | +10.3% | -13.6% | -9.3% |
| 6M | -12.0% | +38.0% | -50.1% | -28.4% |
| YTD | +35.3% | +17.8% | +17.5% | +20.0% |
| 1Y | +58.1% | +13.6% | +44.5% | +43.3% |
| 3Y | +127.4% | +89.2% | +38.1% | +50.1% |
| 5Y | +114.6% | +51.1% | +63.5% | +58.7% |
| All | +579.4% | +222.4% | +356.9% | +249.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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