+8,716.2%
ADI vs MDY
+2,644.5%
+6,071.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +1.0% |
| 7D | +2.4% | +1.0% | +1.4% | +1.2% |
| 30D | -6.6% | -3.1% | -3.4% | -2.9% |
| 3M | -9.8% | +1.8% | -11.6% | -11.3% |
| 6M | +15.7% | +10.8% | +4.9% | +3.3% |
| YTD | +35.1% | +14.4% | +20.7% | +16.1% |
| 1Y | +47.7% | +15.2% | +32.5% | +26.2% |
| 3Y | +114.5% | +51.2% | +63.3% | +34.8% |
| 5Y | +141.2% | +47.2% | +94.0% | +56.0% |
| 10Y | +611.3% | +171.1% | +440.2% | +114.5% |
| All | +8,716.2% | +2,644.5% | +6,071.8% | -22.9% |
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