+616.7%
ADI vs HAL
+5.2%
+611.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | -0.3% |
| 7D | +1.3% | -3.3% | +4.6% | +2.2% |
| 30D | -6.0% | +7.2% | -13.2% | -7.8% |
| 3M | -7.7% | -8.8% | +1.1% | -5.9% |
| 6M | +14.0% | +3.0% | +11.0% | +12.0% |
| YTD | +34.4% | +29.4% | +5.0% | +23.6% |
| 1Y | +48.0% | +62.8% | -14.9% | +26.8% |
| 3Y | +113.3% | -6.4% | +119.7% | +107.8% |
| 5Y | +131.1% | +103.6% | +27.5% | +71.8% |
| All | +616.7% | +5.2% | +611.5% | +396.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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