+636.2%
ADI vs IBB
+130.8%
+505.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.5% |
| 7D | -6.3% | +0.8% | -7.1% | -6.6% |
| 30D | -3.2% | +5.2% | -8.4% | -6.7% |
| 3M | +2.8% | +8.6% | -5.8% | -4.2% |
| 6M | -5.0% | +27.8% | -32.9% | -22.8% |
| YTD | +46.3% | +28.8% | +17.5% | +17.7% |
| 1Y | +71.6% | +36.4% | +35.2% | +31.7% |
| 3Y | +139.2% | +89.3% | +49.8% | +40.6% |
| 5Y | +136.4% | +43.3% | +93.1% | +71.5% |
| 10Y | +636.2% | +130.6% | +505.6% | +282.5% |
| All | +636.2% | +130.8% | +505.5% | +282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling