+144.4%
ADI vs MS
+177.9%
-33.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.5% | -3.3% |
| 7D | +9.5% | +5.1% | +4.4% | +6.2% |
| 30D | -1.4% | +5.7% | -7.1% | -4.4% |
| 3M | +4.7% | -12.2% | +16.9% | +13.5% |
| 6M | -7.4% | -0.5% | -6.9% | -7.3% |
| YTD | +48.1% | +9.8% | +38.2% | +37.6% |
| 1Y | +69.6% | +17.7% | +51.9% | +50.4% |
| 3Y | +144.4% | +176.8% | -32.5% | +26.8% |
| All | +144.4% | +177.9% | -33.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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