+651.5%
ADI vs MDY
+177.2%
+474.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +4.0% |
| 7D | +4.6% | -1.9% | +6.4% | +6.7% |
| 30D | -1.2% | -4.6% | +3.5% | +4.1% |
| 3M | -7.8% | -1.2% | -6.6% | -6.2% |
| 6M | +19.3% | +9.2% | +10.1% | +9.5% |
| YTD | +40.9% | +13.1% | +27.9% | +24.7% |
| 1Y | +54.5% | +13.0% | +41.5% | +37.0% |
| 3Y | +123.4% | +49.2% | +74.2% | +50.6% |
| 5Y | +142.3% | +47.2% | +95.1% | +66.5% |
| All | +651.5% | +177.2% | +474.3% | +195.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling