+37,168.6%
ADI vs MKC
+3,364.7%
+33,803.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.4% | -4.3% | +6.8% | +3.8% |
| 30D | -6.6% | -2.0% | -4.6% | -6.2% |
| 3M | -9.8% | +10.0% | -19.8% | -13.2% |
| 6M | +15.7% | -18.5% | +34.2% | +21.4% |
| YTD | +35.1% | -22.4% | +57.5% | +43.4% |
| 1Y | +47.7% | -23.6% | +71.3% | +57.0% |
| 3Y | +114.5% | -30.4% | +144.9% | +131.7% |
| 5Y | +141.2% | -34.2% | +175.4% | +160.9% |
| 10Y | +611.3% | +26.8% | +584.5% | +506.8% |
| All | +37,168.6% | +3,364.7% | +33,803.9% | +12,581.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MKC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling