+157.3%
ADI vs MSFU
+72.2%
+85.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.7% |
| 7D | +2.4% | -3.2% | +5.6% | +3.0% |
| 30D | -6.6% | -3.1% | -3.4% | -6.2% |
| 3M | -9.8% | +35.3% | -45.1% | -16.6% |
| 6M | +15.7% | +31.6% | -15.9% | +5.2% |
| YTD | +35.1% | -9.5% | +44.6% | +36.1% |
| 1Y | +47.7% | -18.4% | +66.1% | +53.1% |
| 3Y | +114.5% | +26.9% | +87.5% | +76.3% |
| All | +157.3% | +72.2% | +85.1% | +80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling