+1,144.2%
ADI vs IBB
+566.2%
+578.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.6% |
| 7D | -12.8% | -1.8% | -11.0% | -11.5% |
| 30D | -11.3% | +5.1% | -16.4% | -14.5% |
| 3M | -3.4% | +10.7% | -14.1% | -11.0% |
| 6M | -12.0% | +22.9% | -34.9% | -25.5% |
| YTD | +35.3% | +26.7% | +8.6% | +11.6% |
| 1Y | +58.1% | +35.1% | +23.0% | +24.3% |
| 3Y | +127.4% | +80.2% | +47.2% | +44.5% |
| 5Y | +114.6% | +37.8% | +76.7% | +65.0% |
| 10Y | +589.3% | +161.2% | +428.1% | +226.4% |
| All | +1,144.2% | +566.2% | +578.0% | +107.8% |
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 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