+133.5%
ADI vs NDAQ
+69.9%
+63.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.0% |
| 7D | -6.3% | +2.9% | -9.2% | -7.4% |
| 30D | -3.2% | +17.5% | -20.7% | -10.6% |
| 3M | +2.8% | +15.4% | -12.7% | -4.6% |
| 6M | -5.0% | +24.6% | -29.6% | -16.3% |
| YTD | +46.3% | +14.4% | +31.9% | +34.5% |
| 1Y | +71.6% | +26.9% | +44.7% | +47.4% |
| 3Y | +139.2% | +119.8% | +19.3% | +46.1% |
| All | +133.5% | +69.9% | +63.6% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling