+37,360.5%
ADI vs BDX
+5,237.1%
+32,123.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.2% |
| 7D | +2.6% | -3.6% | +6.2% | +3.9% |
| 30D | -4.6% | +0.7% | -5.3% | -4.9% |
| 3M | -9.5% | +19.0% | -28.5% | -15.6% |
| 6M | +14.8% | +10.8% | +4.1% | +9.5% |
| YTD | +35.8% | +20.1% | +15.7% | +25.7% |
| 1Y | +48.9% | +23.1% | +25.9% | +36.5% |
| 3Y | +115.6% | -8.8% | +124.4% | +116.7% |
| 5Y | +135.1% | -1.4% | +136.5% | +127.7% |
| 10Y | +636.4% | +60.5% | +575.9% | +494.1% |
| All | +37,360.5% | +5,237.1% | +32,123.4% | +7,927.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded BDX 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling