+48.9%
ADI vs MDB
+10.8%
+38.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +2.6% | -4.5% | +7.2% | +2.7% |
| 30D | -4.6% | -14.0% | +9.4% | -4.4% |
| 3M | -9.5% | +5.3% | -14.8% | -9.4% |
| 6M | +14.8% | +31.9% | -17.0% | +13.0% |
| YTD | +35.8% | -14.6% | +50.4% | +39.5% |
| 1Y | +48.9% | +8.2% | +40.7% | +45.1% |
| All | +48.9% | +10.8% | +38.2% | +45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling