+620.2%
ADI vs MDT
+62.9%
+557.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.6% | -3.7% |
| 7D | +9.5% | +1.0% | +8.4% | +8.9% |
| 30D | -1.4% | +9.2% | -10.5% | -6.4% |
| 3M | +4.7% | +14.5% | -9.8% | -3.7% |
| 6M | -7.4% | +37.3% | -44.7% | -24.4% |
| YTD | +48.1% | +9.8% | +38.2% | +37.6% |
| 1Y | +69.6% | +10.5% | +59.1% | +56.9% |
| 3Y | +144.4% | +57.4% | +86.9% | +80.7% |
| 5Y | +134.1% | +1.2% | +133.0% | +123.4% |
| All | +620.2% | +62.9% | +557.2% | +424.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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