-7.7%
ADP vs MDB
+9.1%
-16.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | 0.0% | -3.0% |
| 7D | -5.5% | -18.0% | +12.5% | -2.9% |
| 30D | -1.2% | -10.7% | +9.5% | +0.1% |
| 3M | +17.9% | +1.0% | +16.9% | +16.6% |
| 6M | +20.3% | +31.6% | -11.3% | +14.5% |
| YTD | +5.8% | -15.2% | +21.0% | +2.4% |
| 1Y | -7.7% | +10.1% | -17.8% | -10.2% |
| All | -7.7% | +9.1% | -16.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDB 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling