+620.2%
ADI vs MMM
+73.3%
+546.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.4% | -2.0% |
| 7D | +9.5% | -0.8% | +10.3% | +10.0% |
| 30D | -1.4% | +11.7% | -13.1% | -7.5% |
| 3M | +4.7% | +1.0% | +3.7% | +3.7% |
| 6M | -7.4% | +26.0% | -33.5% | -18.9% |
| YTD | +48.1% | +16.3% | +31.7% | +34.6% |
| 1Y | +69.6% | +9.6% | +60.0% | +59.3% |
| 3Y | +144.4% | +157.3% | -13.0% | +38.7% |
| 5Y | +134.1% | +42.5% | +91.6% | +87.6% |
| All | +620.2% | +73.3% | +546.9% | +393.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 10y: compounded portfolio wealth divided by compounded MMM 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…
10y analysis · Full analysis span regression · 6 months rolling