+79.3%
ADI vs MDY
+17.5%
+61.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -4.1% |
| 7D | -5.1% | +1.7% | -6.8% | -7.5% |
| 30D | -3.1% | +1.2% | -4.3% | -4.7% |
| 3M | +7.1% | -3.5% | +10.6% | +13.2% |
| 6M | +2.9% | +3.5% | -0.6% | -0.3% |
| YTD | +51.1% | +13.6% | +37.5% | +29.8% |
| 1Y | +79.3% | +17.1% | +62.3% | +47.5% |
| All | +79.3% | +17.5% | +61.8% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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