+616.7%
ADI vs ABT
+205.4%
+411.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.7% | -0.2% |
| 7D | +1.3% | -5.0% | +6.3% | +3.8% |
| 30D | -6.0% | -5.8% | -0.2% | -3.4% |
| 3M | -7.7% | +16.7% | -24.5% | -16.0% |
| 6M | +14.0% | -5.2% | +19.2% | +15.3% |
| YTD | +34.4% | -16.0% | +50.4% | +44.3% |
| 1Y | +48.0% | -18.3% | +66.2% | +60.7% |
| 3Y | +113.3% | +9.2% | +104.1% | +90.6% |
| 5Y | +131.1% | -11.6% | +142.6% | +132.3% |
| All | +616.7% | +205.4% | +411.3% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ABT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling