+2,030.4%
ADI vs NDAQ
+2,327.9%
-297.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +2.2% |
| 7D | +0.4% | -2.4% | +2.9% | +1.1% |
| 30D | -3.8% | +2.5% | -6.2% | -4.5% |
| 3M | -15.3% | +9.9% | -25.2% | -18.0% |
| 6M | +6.7% | +9.4% | -2.7% | +2.9% |
| YTD | +34.8% | +0.4% | +34.4% | +33.0% |
| 1Y | +49.0% | +4.0% | +45.0% | +45.4% |
| 3Y | +108.1% | +94.4% | +13.7% | +69.5% |
| 5Y | +142.4% | +56.7% | +85.7% | +109.3% |
| 10Y | +589.9% | +375.3% | +214.6% | +347.5% |
| All | +2,030.4% | +2,327.9% | -297.5% | +1,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling