+114.5%
ADI vs NDAQ
+91.7%
+22.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +1.1% |
| 7D | +2.4% | -2.6% | +5.0% | +3.5% |
| 30D | -6.6% | +0.5% | -7.0% | -6.9% |
| 3M | -9.8% | +9.9% | -19.7% | -14.2% |
| 6M | +15.7% | +8.2% | +7.5% | +10.0% |
| YTD | +35.1% | -1.5% | +36.6% | +35.6% |
| 1Y | +47.7% | +1.3% | +46.4% | +45.0% |
| 3Y | +114.5% | +92.6% | +21.9% | +51.1% |
| All | +114.5% | +91.7% | +22.7% | +51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling