+1,639.2%
ADI vs MSCI
+2,756.4%
-1,117.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | -3.8% | +0.6% | -4.4% | -4.2% |
| 3M | -15.3% | -7.1% | -8.2% | -13.8% |
| 6M | +6.7% | +0.8% | +5.9% | +4.4% |
| YTD | +34.8% | +1.0% | +33.8% | +31.2% |
| 1Y | +49.0% | +4.3% | +44.7% | +42.4% |
| 3Y | +108.1% | +9.9% | +98.1% | +91.8% |
| 5Y | +142.4% | -6.8% | +149.2% | +134.0% |
| 10Y | +589.9% | +614.7% | -24.8% | +220.2% |
| All | +1,639.2% | +2,756.4% | -1,117.2% | +419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling