+123.4%
ADI vs MRSH
-4.9%
+128.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.8% |
| 7D | +4.6% | -4.8% | +9.3% | +4.3% |
| 30D | -1.2% | -6.3% | +5.2% | -1.5% |
| 3M | -7.8% | +5.8% | -13.6% | -8.0% |
| 6M | +19.3% | +2.8% | +16.6% | +19.5% |
| YTD | +40.9% | -3.1% | +44.0% | +42.8% |
| 1Y | +54.5% | -11.3% | +65.8% | +60.0% |
| 3Y | +123.4% | -5.0% | +128.4% | +138.4% |
| All | +123.4% | -4.9% | +128.3% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling