+144.4%
ADI vs ALLY
+65.3%
+79.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.1% |
| 7D | +9.5% | +0.4% | +9.1% | +9.3% |
| 30D | -1.4% | +5.2% | -6.6% | -3.8% |
| 3M | +4.7% | -13.3% | +18.0% | +11.5% |
| 6M | -7.4% | -6.7% | -0.8% | -5.3% |
| YTD | +48.1% | -12.8% | +60.9% | +55.6% |
| 1Y | +69.6% | +0.7% | +69.0% | +65.9% |
| 3Y | +144.4% | +65.2% | +79.2% | +106.0% |
| All | +144.4% | +65.3% | +79.0% | +106.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling