+79.3%
ADI vs MSCI
+17.3%
+62.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.4% | -8.6% | -2.5% |
| 7D | -5.1% | +11.5% | -16.6% | -3.8% |
| 30D | -3.1% | +22.1% | -25.1% | -0.8% |
| 3M | +7.1% | +18.4% | -11.3% | +9.3% |
| 6M | +2.9% | +16.6% | -13.7% | +4.1% |
| YTD | +51.1% | +18.8% | +32.3% | +53.2% |
| 1Y | +79.3% | +19.0% | +60.3% | +84.5% |
| All | +79.3% | +17.3% | +62.1% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling