+653.2%
ADI vs NDAQ
+475.0%
+178.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | +0.7% | 0.0% | +0.7% | +0.9% |
| 30D | +0.7% | +16.3% | -15.6% | -7.6% |
| 3M | +6.5% | +15.8% | -9.3% | -2.4% |
| 6M | -2.7% | +24.8% | -27.5% | -15.8% |
| YTD | +52.2% | +14.1% | +38.1% | +37.4% |
| 1Y | +77.5% | +26.5% | +50.9% | +50.0% |
| 3Y | +148.8% | +119.1% | +29.6% | +49.2% |
| 5Y | +142.9% | +70.9% | +71.9% | +66.4% |
| 10Y | +653.2% | +479.7% | +173.5% | +170.7% |
| All | +653.2% | +475.0% | +178.2% | +170.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling