+611.3%
ADI vs IBB
+122.6%
+488.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +1.9% |
| 7D | +2.4% | -1.7% | +4.1% | +3.7% |
| 30D | -6.6% | +4.9% | -11.4% | -10.4% |
| 3M | -9.8% | +24.2% | -34.0% | -24.3% |
| 6M | +15.7% | +23.8% | -8.2% | -3.2% |
| YTD | +35.1% | +23.0% | +12.2% | +13.4% |
| 1Y | +47.7% | +46.2% | +1.5% | +8.0% |
| 3Y | +114.5% | +64.8% | +49.6% | +42.6% |
| 5Y | +141.2% | +20.9% | +120.3% | +100.5% |
| 10Y | +611.3% | +121.6% | +489.7% | +305.5% |
| All | +611.3% | +122.6% | +488.7% | +305.5% |
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