+378.5%
ADI vs MDB
+1,032.9%
-654.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.4% | -1.8% |
| 7D | +1.3% | -2.8% | +4.1% | +1.8% |
| 30D | -6.0% | -14.9% | +8.9% | -3.7% |
| 3M | -7.7% | +7.3% | -15.1% | -10.0% |
| 6M | +14.0% | +38.2% | -24.2% | +4.3% |
| YTD | +34.4% | -10.9% | +45.3% | +32.1% |
| 1Y | +48.0% | +11.6% | +36.3% | +38.2% |
| 3Y | +113.3% | -0.9% | +114.2% | +89.6% |
| 5Y | +131.1% | -23.5% | +154.6% | +96.1% |
| All | +378.5% | +1,032.9% | -654.4% | +118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MDB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling