+1,372.0%
ADI vs XBI
+921.6%
+450.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.3% |
| 7D | +2.6% | -3.6% | +6.3% | +4.6% |
| 30D | -4.6% | +0.9% | -5.5% | -5.3% |
| 3M | -9.5% | +21.4% | -30.9% | -18.5% |
| 6M | +14.8% | +25.5% | -10.7% | +1.2% |
| YTD | +35.8% | +30.8% | +5.0% | +16.6% |
| 1Y | +48.9% | +68.6% | -19.6% | +11.9% |
| 3Y | +115.6% | +103.9% | +11.6% | +44.8% |
| 5Y | +135.1% | +20.8% | +114.3% | +98.2% |
| 10Y | +636.4% | +164.0% | +472.5% | +293.9% |
| All | +1,372.0% | +921.6% | +450.4% | +172.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling