+45,423.8%
ADI vs VRTX
+11,889.7%
+33,534.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +0.7% | -0.4% | +1.1% | +0.8% |
| 30D | +0.7% | +7.9% | -7.2% | -1.0% |
| 3M | +6.5% | +3.3% | +3.2% | +5.4% |
| 6M | -2.7% | +25.7% | -28.4% | -7.7% |
| YTD | +52.2% | +20.7% | +31.5% | +45.3% |
| 1Y | +77.5% | +27.4% | +50.0% | +67.5% |
| 3Y | +148.8% | +46.4% | +102.4% | +124.9% |
| 5Y | +142.9% | +194.3% | -51.4% | +89.4% |
| 10Y | +653.2% | +494.6% | +158.6% | +398.7% |
| All | +45,423.8% | +11,889.7% | +33,534.1% | +13,907.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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