+651.5%
ADI vs XBI
+160.4%
+491.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.2% | +5.1% |
| 7D | +4.6% | -4.6% | +9.2% | +7.1% |
| 30D | -1.2% | -2.0% | +0.8% | -0.4% |
| 3M | -7.8% | +17.8% | -25.6% | -15.8% |
| 6M | +19.3% | +23.7% | -4.4% | +5.7% |
| YTD | +40.9% | +28.2% | +12.7% | +22.0% |
| 1Y | +54.5% | +64.0% | -9.5% | +17.2% |
| 3Y | +123.4% | +99.4% | +24.0% | +50.7% |
| 5Y | +142.3% | +19.3% | +123.0% | +105.7% |
| All | +651.5% | +160.4% | +491.1% | +360.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 10y: compounded portfolio wealth divided by compounded XBI 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…
10y analysis · Full analysis span regression · 6 months rolling