+151.3%
ADI vs MET
+84.2%
+67.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.6% |
| 7D | +13.4% | +2.1% | +11.2% | +12.2% |
| 30D | -1.3% | +1.8% | -3.1% | -2.2% |
| 3M | +6.8% | +6.0% | +0.8% | +3.2% |
| 6M | -1.9% | +31.1% | -33.0% | -17.8% |
| YTD | +52.3% | +32.6% | +19.7% | +25.6% |
| 1Y | +71.6% | +30.5% | +41.2% | +43.1% |
| All | +151.3% | +84.2% | +67.2% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 3y: compounded portfolio wealth divided by compounded MET 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…
3y analysis · Full analysis span regression · 6 months rolling