+37,071.2%
ADI vs MSI
+4,035.2%
+33,036.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | +0.4% | -3.7% | +4.1% | +2.3% |
| 30D | -3.8% | +6.8% | -10.6% | -7.4% |
| 3M | -15.3% | +14.3% | -29.6% | -21.5% |
| 6M | +6.7% | -1.6% | +8.3% | +5.9% |
| YTD | +34.8% | +22.8% | +12.0% | +19.1% |
| 1Y | +49.0% | -1.1% | +50.1% | +46.3% |
| 3Y | +108.1% | +70.5% | +37.6% | +53.4% |
| 5Y | +142.4% | +102.8% | +39.6% | +62.9% |
| 10Y | +589.9% | +597.4% | -7.5% | +138.4% |
| All | +37,071.2% | +4,035.2% | +33,036.0% | +4,074.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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