+40,736.5%
ADI vs MKC
+3,068.3%
+37,668.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -3.1% |
| 7D | +9.5% | -3.0% | +12.4% | +10.4% |
| 30D | -1.4% | +4.8% | -6.2% | -3.2% |
| 3M | +4.7% | -12.8% | +17.6% | +8.2% |
| 6M | -7.4% | +5.0% | -12.4% | -10.3% |
| YTD | +48.1% | -29.1% | +77.1% | +60.3% |
| 1Y | +69.6% | -26.4% | +96.0% | +81.4% |
| 3Y | +144.4% | -21.6% | +166.0% | +152.9% |
| 5Y | +134.1% | -35.2% | +169.4% | +152.6% |
| 10Y | +632.8% | +25.6% | +607.1% | +522.1% |
| All | +40,736.5% | +3,068.3% | +37,668.1% | +14,082.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling