+611.3%
ADI vs ALLY
+178.4%
+432.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +1.6% |
| 7D | +2.4% | +1.0% | +1.4% | +2.0% |
| 30D | -6.6% | -3.3% | -3.3% | -5.4% |
| 3M | -9.8% | +0.5% | -10.3% | -10.1% |
| 6M | +15.7% | +12.6% | +3.1% | +9.6% |
| YTD | +35.1% | -4.7% | +39.8% | +36.5% |
| 1Y | +47.7% | +5.2% | +42.5% | +42.9% |
| 3Y | +114.5% | +66.5% | +48.0% | +69.6% |
| 5Y | +141.2% | +0.2% | +141.0% | +123.3% |
| 10Y | +611.3% | +180.8% | +430.5% | +357.4% |
| All | +611.3% | +178.4% | +432.9% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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