+156.6%
ADI vs MSFU
+76.3%
+80.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.2% | +5.8% | +2.4% |
| 7D | +0.4% | -5.7% | +6.1% | +1.5% |
| 30D | -3.8% | +4.2% | -8.0% | -4.9% |
| 3M | -15.3% | +27.9% | -43.2% | -20.4% |
| 6M | +6.7% | +37.1% | -30.4% | -4.0% |
| YTD | +34.8% | -7.4% | +42.1% | +35.1% |
| 1Y | +49.0% | -19.6% | +68.6% | +55.9% |
| 3Y | +108.1% | +33.2% | +74.9% | +68.6% |
| All | +156.6% | +76.3% | +80.3% | +79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling