+71.6%
ADI vs ALLY
-0.9%
+72.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +13.4% | -2.1% | +15.5% | +14.2% |
| 30D | -1.3% | +2.0% | -3.3% | -2.0% |
| 3M | +6.8% | -13.3% | +20.1% | +12.4% |
| 6M | -1.9% | -9.9% | +8.0% | +1.6% |
| YTD | +52.3% | -13.5% | +65.8% | +60.8% |
| 1Y | +71.6% | -2.8% | +74.4% | +67.7% |
| All | +71.6% | -0.9% | +72.6% | +67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling