+616.7%
ADI vs NDAQ
+370.8%
+245.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | +0.3% |
| 7D | +1.3% | -6.8% | +8.1% | +5.3% |
| 30D | -6.0% | -3.2% | -2.8% | -4.4% |
| 3M | -7.7% | +6.5% | -14.2% | -12.2% |
| 6M | +14.0% | +5.7% | +8.2% | +8.0% |
| YTD | +34.4% | -4.6% | +39.0% | +34.6% |
| 1Y | +48.0% | -1.6% | +49.5% | +44.9% |
| 3Y | +113.3% | +86.4% | +26.9% | +40.3% |
| 5Y | +131.1% | +50.3% | +80.8% | +70.0% |
| All | +616.7% | +370.8% | +245.9% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NDAQ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling