+10,782.9%
ADI vs MCK
+6,818.8%
+3,964.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.8% |
| 7D | +4.6% | -2.9% | +7.5% | +5.3% |
| 30D | -1.2% | +0.4% | -1.6% | -1.4% |
| 3M | -7.8% | +12.1% | -19.9% | -10.9% |
| 6M | +19.3% | -5.4% | +24.8% | +19.9% |
| YTD | +40.9% | +7.8% | +33.1% | +36.3% |
| 1Y | +54.5% | +22.9% | +31.5% | +44.1% |
| 3Y | +123.4% | +110.7% | +12.7% | +77.6% |
| 5Y | +142.3% | +346.2% | -203.9% | +55.8% |
| 10Y | +664.1% | +440.1% | +224.0% | +345.9% |
| All | +10,782.9% | +6,818.8% | +3,964.1% | +2,595.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling