+151.3%
ADI vs MDT
+54.1%
+97.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +13.4% | -3.7% | +17.0% | +14.5% |
| 30D | -1.3% | +8.6% | -9.9% | -4.0% |
| 3M | +6.8% | +12.2% | -5.4% | +2.5% |
| 6M | -1.9% | +33.7% | -35.6% | -13.8% |
| YTD | +52.3% | +7.8% | +44.4% | +50.4% |
| 1Y | +71.6% | +8.9% | +62.7% | +68.4% |
| All | +151.3% | +54.1% | +97.2% | +121.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling