+717.0%
ADI vs MET
+1,300.1%
-583.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.2% |
| 7D | +0.4% | +1.2% | -0.7% | 0.0% |
| 30D | -3.8% | +1.4% | -5.2% | -4.4% |
| 3M | -15.3% | +17.7% | -32.9% | -20.5% |
| 6M | +6.7% | +35.0% | -28.3% | -5.0% |
| YTD | +34.8% | +26.3% | +8.5% | +22.6% |
| 1Y | +49.0% | +22.8% | +26.2% | +36.8% |
| 3Y | +108.1% | +65.9% | +42.1% | +71.9% |
| 5Y | +142.4% | +85.4% | +57.1% | +91.2% |
| 10Y | +589.9% | +253.7% | +336.2% | +320.2% |
| All | +717.0% | +1,300.1% | -583.1% | +153.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling