+54.9%
ADI vs MAS
+37.4%
+17.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -3.4% | -7.7% | -10.1% |
| 7D | -16.7% | +4.6% | -21.2% | -17.7% |
| 30D | -14.2% | +19.9% | -34.0% | -19.3% |
| 3M | -4.1% | +8.9% | -13.0% | -6.8% |
| 6M | -10.3% | +20.2% | -30.4% | -16.8% |
| YTD | +34.3% | +33.9% | +0.4% | +13.2% |
| 1Y | +54.9% | +34.7% | +20.2% | +30.0% |
| All | +54.9% | +37.4% | +17.5% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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