+71.6%
ADI vs IBB
+36.9%
+34.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | +0.1% |
| 7D | -6.3% | +0.8% | -7.1% | -6.3% |
| 30D | -3.2% | +5.2% | -8.4% | -4.4% |
| 3M | +2.8% | +8.6% | -5.8% | -0.1% |
| 6M | -5.0% | +27.8% | -32.9% | -15.2% |
| YTD | +46.3% | +28.8% | +17.5% | +28.4% |
| 1Y | +71.6% | +36.4% | +35.2% | +44.7% |
| All | +71.6% | +36.9% | +34.8% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling