+37,071.2%
ADI vs MAS
+1,430.5%
+35,640.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.0% |
| 7D | +0.4% | -0.8% | +1.2% | +0.7% |
| 30D | -3.8% | -5.6% | +1.8% | -1.8% |
| 3M | -15.3% | +4.4% | -19.7% | -17.1% |
| 6M | +6.7% | +7.2% | -0.5% | +3.0% |
| YTD | +34.8% | +16.1% | +18.7% | +25.9% |
| 1Y | +49.0% | +0.1% | +48.9% | +46.9% |
| 3Y | +108.1% | +28.3% | +79.8% | +86.2% |
| 5Y | +142.4% | +30.5% | +112.0% | +113.9% |
| 10Y | +589.9% | +139.1% | +450.8% | +388.6% |
| All | +37,071.2% | +1,430.5% | +35,640.7% | +11,410.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling