+144.4%
ADI vs MSCI
+34.1%
+110.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.1% |
| 7D | +9.5% | +3.0% | +6.5% | +8.7% |
| 30D | -1.4% | +17.8% | -19.2% | -5.1% |
| 3M | +4.7% | +15.2% | -10.5% | +1.2% |
| 6M | -7.4% | +16.5% | -23.9% | -12.1% |
| YTD | +48.1% | +16.4% | +31.7% | +39.7% |
| 1Y | +69.6% | +16.8% | +52.8% | +59.7% |
| 3Y | +144.4% | +35.8% | +108.6% | +116.0% |
| All | +144.4% | +34.1% | +110.3% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling