+9,560.2%
ADI vs MDY
+2,594.0%
+6,966.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.6% |
| 7D | +9.5% | +2.3% | +7.2% | +6.8% |
| 30D | -1.4% | +2.0% | -3.4% | -3.1% |
| 3M | +4.7% | -5.6% | +10.4% | +13.1% |
| 6M | -7.4% | +1.3% | -8.7% | -7.6% |
| YTD | +48.1% | +12.3% | +35.7% | +31.1% |
| 1Y | +69.6% | +15.8% | +53.9% | +45.1% |
| 3Y | +144.4% | +56.5% | +87.9% | +48.7% |
| 5Y | +134.1% | +35.1% | +99.0% | +69.0% |
| 10Y | +632.8% | +167.4% | +465.3% | +126.7% |
| All | +9,560.2% | +2,594.0% | +6,966.3% | -13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling