+131.1%
ADI vs MDY
+43.9%
+87.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | +1.3% | -2.5% | +3.9% | +4.4% |
| 30D | -6.0% | -5.0% | -0.9% | 0.0% |
| 3M | -7.7% | +0.5% | -8.2% | -7.8% |
| 6M | +14.0% | +8.0% | +6.0% | +5.1% |
| YTD | +34.4% | +12.2% | +22.2% | +18.7% |
| 1Y | +48.0% | +14.0% | +34.0% | +28.5% |
| 3Y | +113.3% | +48.2% | +65.1% | +40.3% |
| 5Y | +131.1% | +46.1% | +85.0% | +57.6% |
| All | +131.1% | +43.9% | +87.1% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling