+616.7%
ADI vs BAX
-37.2%
+653.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.7% |
| 7D | +1.3% | -5.4% | +6.8% | +3.4% |
| 30D | -6.0% | -12.4% | +6.4% | -1.4% |
| 3M | -7.7% | +19.1% | -26.8% | -14.8% |
| 6M | +14.0% | +38.6% | -24.6% | -1.6% |
| YTD | +34.4% | +26.7% | +7.7% | +19.0% |
| 1Y | +48.0% | +1.0% | +46.9% | +42.2% |
| 3Y | +113.3% | -33.9% | +147.2% | +136.1% |
| 5Y | +131.1% | -67.0% | +198.1% | +245.0% |
| All | +616.7% | -37.2% | +653.9% | +715.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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