+48.9%
ADI vs MMM
+8.6%
+40.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +1.3% |
| 7D | +2.6% | -2.6% | +5.2% | +3.8% |
| 30D | -4.6% | -9.3% | +4.7% | -0.5% |
| 3M | -9.5% | +5.6% | -15.1% | -11.5% |
| 6M | +14.8% | +9.5% | +5.4% | +10.3% |
| YTD | +35.8% | +4.1% | +31.7% | +31.7% |
| 1Y | +48.9% | +9.4% | +39.6% | +43.0% |
| All | +48.9% | +8.6% | +40.3% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling