+112.7%
ADI vs MPC
+177.6%
-64.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.4% | +5.4% | -5.0% | -0.9% |
| 30D | -3.8% | +31.0% | -34.8% | -10.3% |
| 3M | -15.3% | +46.0% | -61.3% | -23.4% |
| 6M | +6.7% | +77.3% | -70.6% | -9.7% |
| YTD | +34.8% | +141.9% | -107.1% | +1.6% |
| 1Y | +49.0% | +120.9% | -71.9% | +15.6% |
| All | +112.7% | +177.6% | -64.9% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling