+630.6%
ADI vs MPC
+1,165.8%
-535.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.6% | +4.0% | +7.2% |
| 7D | -4.4% | -9.4% | +5.0% | -1.5% |
| 30D | -2.8% | -14.3% | +11.5% | +1.5% |
| 3M | +1.5% | +31.1% | -29.6% | -7.1% |
| 6M | -4.7% | +60.3% | -65.0% | -18.3% |
| YTD | +46.8% | +142.5% | -95.7% | +9.1% |
| 1Y | +74.9% | +104.6% | -29.7% | +36.9% |
| 3Y | +147.4% | +191.7% | -44.3% | +69.5% |
| 5Y | +131.9% | +549.2% | -417.3% | +20.0% |
| 10Y | +630.6% | +1,106.2% | -475.6% | +200.8% |
| All | +630.6% | +1,165.8% | -535.2% | +200.8% |
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