+1,139.7%
ADI vs IBB
+560.8%
+578.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.3% |
| 7D | +0.4% | +1.4% | -1.0% | -0.6% |
| 30D | -3.8% | +10.5% | -14.3% | -11.0% |
| 3M | -15.3% | +23.6% | -38.9% | -28.1% |
| 6M | +6.7% | +22.6% | -15.9% | -9.3% |
| YTD | +34.8% | +25.7% | +9.1% | +12.2% |
| 1Y | +49.0% | +51.4% | -2.3% | +7.8% |
| 3Y | +108.1% | +64.4% | +43.7% | +41.8% |
| 5Y | +142.4% | +22.1% | +120.3% | +103.7% |
| 10Y | +589.9% | +132.5% | +457.4% | +254.8% |
| All | +1,139.7% | +560.8% | +578.9% | +108.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling