+79.3%
ADI vs MP
-35.7%
+115.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.1% | +1.8% | -2.4% |
| 7D | -5.1% | -12.5% | +7.4% | -3.2% |
| 30D | -3.1% | -23.3% | +20.3% | +0.7% |
| 3M | +7.1% | -24.4% | +31.5% | +11.2% |
| 6M | +2.9% | -45.8% | +48.7% | +10.1% |
| YTD | +51.1% | -28.9% | +80.1% | +55.6% |
| 1Y | +79.3% | -34.6% | +113.9% | +85.6% |
| All | +79.3% | -35.7% | +115.0% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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