+133.8%
ADI vs MSCI
+6.7%
+127.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.3% |
| 7D | +9.5% | +3.0% | +6.5% | +8.2% |
| 30D | -1.4% | +17.8% | -19.2% | -8.1% |
| 3M | +4.7% | +15.2% | -10.5% | -1.7% |
| 6M | -7.4% | +16.5% | -23.9% | -15.2% |
| YTD | +48.1% | +16.4% | +31.7% | +34.4% |
| 1Y | +69.6% | +16.8% | +52.8% | +53.6% |
| 3Y | +144.4% | +35.8% | +108.6% | +97.6% |
| All | +133.8% | +6.7% | +127.1% | +103.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling