+141.2%
ADI vs IBB
+22.5%
+118.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.3% |
| 7D | +0.4% | +1.4% | -1.0% | -0.7% |
| 30D | -3.8% | +10.5% | -14.3% | -11.3% |
| 3M | -15.3% | +23.6% | -38.9% | -28.7% |
| 6M | +6.7% | +22.6% | -15.9% | -10.1% |
| YTD | +34.8% | +25.7% | +9.1% | +10.9% |
| 1Y | +49.0% | +51.4% | -2.3% | +4.9% |
| 3Y | +108.1% | +64.4% | +43.7% | +36.3% |
| All | +141.2% | +22.5% | +118.7% | +80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling