+114.3%
ADI vs MSCI
+3.6%
+110.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.6% |
| 7D | -12.8% | +2.8% | -15.7% | -13.9% |
| 30D | -11.3% | +15.4% | -26.8% | -16.7% |
| 3M | -3.4% | +13.4% | -16.8% | -8.8% |
| 6M | -12.0% | +10.9% | -22.9% | -17.7% |
| YTD | +35.3% | +13.0% | +22.3% | +24.3% |
| 1Y | +58.1% | +12.0% | +46.0% | +45.7% |
| 3Y | +127.4% | +34.1% | +93.3% | +84.1% |
| All | +114.3% | +3.6% | +110.7% | +88.5% |
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