+611.3%
ADI vs MPC
+1,138.6%
-527.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.4% |
| 7D | +2.4% | +3.9% | -1.4% | +1.3% |
| 30D | -6.6% | +33.8% | -40.3% | -14.6% |
| 3M | -9.8% | +49.9% | -59.7% | -20.6% |
| 6M | +15.7% | +80.9% | -65.3% | -4.7% |
| YTD | +35.1% | +147.4% | -112.3% | +0.4% |
| 1Y | +47.7% | +123.2% | -75.5% | +13.0% |
| 3Y | +114.5% | +171.7% | -57.3% | +50.9% |
| 5Y | +141.2% | +678.6% | -537.3% | +18.7% |
| 10Y | +611.3% | +1,134.0% | -522.7% | +186.3% |
| All | +611.3% | +1,138.6% | -527.3% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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