+37,071.2%
ADI vs MOS
+155.8%
+36,915.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +0.4% | +9.5% | -9.1% | -1.8% |
| 30D | -3.8% | +10.4% | -14.2% | -6.3% |
| 3M | -15.3% | +12.9% | -28.1% | -18.2% |
| 6M | +6.7% | +1.2% | +5.4% | +4.8% |
| YTD | +34.8% | +9.3% | +25.5% | +29.4% |
| 1Y | +49.0% | -18.0% | +67.0% | +52.8% |
| 3Y | +108.1% | -29.0% | +137.1% | +116.8% |
| 5Y | +142.4% | -9.6% | +152.0% | +126.6% |
| 10Y | +589.9% | +6.1% | +583.8% | +457.6% |
| All | +37,071.2% | +155.8% | +36,915.4% | +14,020.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling