+48.9%
ADI vs ALLE
-11.2%
+60.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.4% |
| 7D | +2.6% | -2.2% | +4.8% | +3.3% |
| 30D | -4.6% | -8.3% | +3.7% | -2.1% |
| 3M | -9.5% | +16.3% | -25.8% | -14.9% |
| 6M | +14.8% | +1.8% | +13.0% | +14.4% |
| YTD | +35.8% | -3.9% | +39.8% | +34.3% |
| 1Y | +48.9% | -10.0% | +59.0% | +53.4% |
| All | +48.9% | -11.2% | +60.1% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling