+37,071.2%
ADI vs MKC
+3,376.8%
+33,694.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +0.4% | -5.9% | +6.3% | +2.2% |
| 30D | -3.8% | -0.9% | -2.9% | -3.7% |
| 3M | -15.3% | +12.7% | -28.0% | -19.0% |
| 6M | +6.7% | -19.3% | +26.0% | +12.3% |
| YTD | +34.8% | -22.2% | +56.9% | +42.9% |
| 1Y | +49.0% | -23.3% | +72.4% | +58.3% |
| 3Y | +108.1% | -30.0% | +138.1% | +124.3% |
| 5Y | +142.4% | -33.8% | +176.2% | +161.6% |
| 10Y | +589.9% | +24.4% | +565.5% | +492.1% |
| All | +37,071.2% | +3,376.8% | +33,694.4% | +12,535.7% |
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 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