+651.5%
ADI vs MRSH
+218.8%
+432.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +4.6% | -4.8% | +9.3% | +7.3% |
| 30D | -1.2% | -6.3% | +5.2% | +2.2% |
| 3M | -7.8% | +5.8% | -13.6% | -12.6% |
| 6M | +19.3% | +2.8% | +16.6% | +13.5% |
| YTD | +40.9% | -3.1% | +44.0% | +38.2% |
| 1Y | +54.5% | -11.3% | +65.8% | +59.7% |
| 3Y | +123.4% | -5.0% | +128.4% | +114.3% |
| 5Y | +142.3% | +19.2% | +123.1% | +92.7% |
| All | +651.5% | +218.8% | +432.7% | +232.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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