+138.3%
ADI vs MCK
+345.1%
-206.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.9% |
| 7D | +4.6% | -2.9% | +7.5% | +4.6% |
| 30D | -1.2% | +0.4% | -1.6% | -1.2% |
| 3M | -7.8% | +12.1% | -19.9% | -8.0% |
| 6M | +19.3% | -5.4% | +24.8% | +20.6% |
| YTD | +40.9% | +7.8% | +33.1% | +41.1% |
| 1Y | +54.5% | +22.9% | +31.5% | +52.8% |
| 3Y | +123.4% | +110.7% | +12.7% | +102.8% |
| All | +138.3% | +345.1% | -206.8% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 5y: compounded portfolio wealth divided by compounded MCK 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…
5y analysis · Full analysis span regression · 6 months rolling