+636.4%
ADI vs MSCI
+615.8%
+20.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +2.6% | -1.1% | +3.7% | +3.1% |
| 30D | -4.6% | -1.2% | -3.5% | -4.3% |
| 3M | -9.5% | -8.4% | -1.1% | -7.1% |
| 6M | +14.8% | -1.0% | +15.9% | +12.4% |
| YTD | +35.8% | -2.3% | +38.1% | +33.0% |
| 1Y | +48.9% | -1.2% | +50.1% | +43.8% |
| 3Y | +115.6% | +7.9% | +107.6% | +93.7% |
| 5Y | +135.1% | -10.1% | +145.2% | +125.3% |
| 10Y | +636.4% | +631.0% | +5.5% | +186.2% |
| All | +636.4% | +615.8% | +20.7% | +186.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling