+158.6%
ADI vs MSFU
+70.7%
+87.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | +2.6% | -2.3% | +5.0% | +3.0% |
| 30D | -4.6% | -6.3% | +1.6% | -3.6% |
| 3M | -9.5% | +40.0% | -49.4% | -17.1% |
| 6M | +14.8% | +30.1% | -15.2% | +4.7% |
| YTD | +35.8% | -10.3% | +46.1% | +37.1% |
| 1Y | +48.9% | -19.0% | +68.0% | +54.6% |
| 3Y | +115.6% | +25.8% | +89.8% | +77.5% |
| All | +158.6% | +70.7% | +87.9% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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