+115.1%
ADI vs NXT
+168.4%
-53.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | +1.3% | -2.6% | +3.9% | +1.8% |
| 30D | -6.0% | -22.4% | +16.5% | -1.3% |
| 3M | -7.7% | -27.3% | +19.6% | -2.1% |
| 6M | +14.0% | -28.5% | +42.4% | +20.3% |
| YTD | +34.4% | -6.6% | +41.0% | +35.0% |
| 1Y | +48.0% | +20.4% | +27.6% | +41.1% |
| 3Y | +113.3% | +90.9% | +22.4% | +77.9% |
| All | +115.1% | +168.4% | -53.3% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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