+14.0%
ADI vs MDLN
-25.6%
+39.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.8% | -1.1% |
| 7D | +1.3% | -11.5% | +12.8% | +1.3% |
| 30D | -6.0% | -7.6% | +1.6% | -6.0% |
| 3M | -7.7% | -11.4% | +3.6% | -8.1% |
| 6M | +14.0% | -24.5% | +38.4% | +13.5% |
| All | +14.0% | -25.6% | +39.6% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 6mo: compounded portfolio wealth divided by compounded MDLN 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…
6mo analysis · Full analysis span regression · 6 months rolling