+636.4%
ADI vs ILMN
+25.5%
+611.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.4% |
| 7D | +2.6% | -3.9% | +6.5% | +3.8% |
| 30D | -4.6% | +6.9% | -11.5% | -6.8% |
| 3M | -9.5% | +28.1% | -37.6% | -16.8% |
| 6M | +14.8% | +65.0% | -50.1% | -2.9% |
| YTD | +35.8% | +56.3% | -20.5% | +16.0% |
| 1Y | +48.9% | +108.7% | -59.8% | +14.1% |
| 3Y | +115.6% | +33.1% | +82.5% | +83.0% |
| 5Y | +135.1% | -54.1% | +189.2% | +172.7% |
| 10Y | +636.4% | +27.8% | +608.6% | +506.5% |
| All | +636.4% | +25.5% | +611.0% | +506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ILMN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling