+127.4%
ADI vs ALLE
+88.9%
+38.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -12.8% | -0.6% | -12.3% | -12.5% |
| 30D | -11.3% | +25.3% | -36.7% | -20.8% |
| 3M | -3.4% | +10.3% | -13.6% | -7.9% |
| 6M | -12.0% | +38.0% | -50.1% | -26.4% |
| YTD | +35.3% | +17.8% | +17.5% | +22.8% |
| 1Y | +58.1% | +13.6% | +44.5% | +46.9% |
| 3Y | +127.4% | +89.2% | +38.1% | +51.4% |
| All | +127.4% | +88.9% | +38.5% | +51.4% |
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 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