+421.0%
ADI vs MDB
+906.0%
-485.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.6% |
| 7D | -6.3% | -1.0% | -5.3% | -6.0% |
| 30D | -3.2% | -14.0% | +10.8% | -0.6% |
| 3M | +2.8% | -20.3% | +23.1% | +5.7% |
| 6M | -5.0% | +10.9% | -15.9% | -9.6% |
| YTD | +46.3% | -20.9% | +67.2% | +45.9% |
| 1Y | +71.6% | -11.2% | +82.9% | +66.5% |
| 3Y | +139.2% | -11.9% | +151.1% | +116.3% |
| 5Y | +136.4% | -40.2% | +176.6% | +110.0% |
| All | +421.0% | +906.0% | -485.0% | +141.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling