+653.2%
ADI vs ALLY
+182.4%
+470.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.4% |
| 7D | +0.7% | -2.8% | +3.5% | +1.9% |
| 30D | +0.7% | +1.9% | -1.2% | -0.2% |
| 3M | +6.5% | -12.1% | +18.6% | +11.9% |
| 6M | -2.7% | -9.0% | +6.3% | +0.4% |
| YTD | +52.2% | -12.9% | +65.1% | +59.1% |
| 1Y | +77.5% | -0.1% | +77.5% | +75.4% |
| 3Y | +148.8% | +64.6% | +84.2% | +98.0% |
| 5Y | +142.9% | -10.1% | +153.0% | +134.9% |
| 10Y | +653.2% | +176.7% | +476.5% | +384.4% |
| All | +653.2% | +182.4% | +470.8% | +384.4% |
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