+127.4%
ADI vs MP
+114.3%
+13.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | +0.1% |
| 7D | -12.8% | -10.5% | -2.3% | -11.6% |
| 30D | -11.3% | -23.5% | +12.2% | -8.5% |
| 3M | -3.4% | -25.4% | +22.1% | -0.2% |
| 6M | -12.0% | -51.3% | +39.2% | -5.4% |
| YTD | +35.3% | -29.9% | +65.2% | +38.6% |
| 1Y | +58.1% | -31.8% | +89.9% | +61.8% |
| 3Y | +127.4% | +127.0% | +0.4% | +72.5% |
| All | +127.4% | +114.3% | +13.0% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling