+1,245.9%
ADI vs IBB
+577.3%
+668.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.5% |
| 3M | +2.8% | +8.6% | -5.8% | -3.9% |
| 6M | -5.0% | +27.8% | -32.9% | -21.8% |
| YTD | +46.3% | +28.8% | +17.5% | +19.4% |
| 1Y | +71.6% | +36.4% | +35.2% | +34.2% |
| 3Y | +139.2% | +89.3% | +49.8% | +46.8% |
| 5Y | +136.4% | +43.3% | +93.1% | +76.9% |
| 10Y | +636.2% | +130.6% | +505.6% | +283.6% |
| All | +1,245.9% | +577.3% | +668.7% | +122.4% |
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