+365.7%
ALAB vs ADI
+98.0%
+267.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.3% | -7.2% | -7.2% |
| 7D | +3.2% | +2.4% | +0.7% | +1.2% |
| 30D | -13.6% | -6.6% | -7.0% | -8.2% |
| 3M | -16.6% | -9.8% | -6.8% | -6.7% |
| 6M | +142.3% | +15.7% | +126.7% | +126.1% |
| YTD | +73.6% | +35.1% | +38.5% | +40.1% |
| 1Y | +33.7% | +47.7% | -14.0% | 0.0% |
| All | +365.7% | +98.0% | +267.7% | +187.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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