+151.2%
ADI vs ALLE
+93.1%
+58.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.2% | +3.6% |
| 7D | +0.7% | -0.8% | +1.5% | +1.3% |
| 30D | +0.7% | +27.4% | -26.7% | -10.5% |
| 3M | +6.5% | +13.8% | -7.4% | +0.1% |
| 6M | -2.7% | +45.5% | -48.2% | -20.6% |
| YTD | +52.2% | +21.4% | +30.8% | +36.4% |
| 1Y | +77.5% | +15.4% | +62.1% | +64.4% |
| All | +151.2% | +93.1% | +58.1% | +72.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling