+47.7%
ADI vs ALLY
+5.0%
+42.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +1.5% |
| 7D | +2.4% | +1.0% | +1.4% | +2.0% |
| 30D | -6.6% | -3.3% | -3.3% | -5.5% |
| 3M | -9.8% | +0.5% | -10.3% | -10.2% |
| 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% | +39.3% |
| All | +47.7% | +5.0% | +42.7% | +39.3% |
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