+151.3%
ADI vs MPC
+201.9%
-50.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.6% |
| 7D | +13.4% | +9.4% | +4.0% | +10.9% |
| 30D | -1.3% | -13.4% | +12.1% | +1.7% |
| 3M | +6.8% | +18.9% | -12.1% | +1.5% |
| 6M | -1.9% | +64.9% | -66.8% | -14.9% |
| YTD | +52.3% | +156.8% | -104.5% | +11.7% |
| 1Y | +71.6% | +113.2% | -41.5% | +35.1% |
| All | +151.3% | +201.9% | -50.6% | +68.4% |
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