+620.2%
ADI vs MOS
-3.5%
+623.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.9% |
| 7D | +9.5% | -2.0% | +11.4% | +10.0% |
| 30D | -1.4% | +15.3% | -16.7% | -5.6% |
| 3M | +4.7% | +1.5% | +3.2% | +3.1% |
| 6M | -7.4% | -2.0% | -5.5% | -8.5% |
| YTD | +48.1% | -6.5% | +54.6% | +46.0% |
| 1Y | +69.6% | -11.1% | +80.7% | +69.0% |
| 3Y | +144.4% | -30.3% | +174.6% | +153.8% |
| 5Y | +134.1% | -33.5% | +167.6% | +131.8% |
| All | +620.2% | -3.5% | +623.7% | +451.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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