+72.2%
ADI vs MP
-38.7%
+110.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.6% | +1.9% | +7.3% |
| 7D | -4.4% | -1.6% | -2.8% | -4.2% |
| 30D | -2.8% | -18.2% | +15.3% | +0.1% |
| 3M | +1.5% | -26.1% | +27.7% | +6.0% |
| 6M | -4.7% | -44.0% | +39.3% | +2.0% |
| YTD | +46.8% | -25.3% | +72.1% | +48.6% |
| All | +72.2% | -38.7% | +110.9% | +80.2% |
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