+620.2%
ADI vs HAL
-13.9%
+634.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.1% | -5.9% | -3.6% |
| 7D | +9.5% | +6.1% | +3.4% | +7.7% |
| 30D | -1.4% | +2.9% | -4.3% | -2.1% |
| 3M | +4.7% | +3.3% | +1.4% | +3.6% |
| 6M | -7.4% | -16.9% | +9.5% | -3.2% |
| YTD | +48.1% | +21.2% | +26.9% | +38.4% |
| 1Y | +69.6% | +27.5% | +42.1% | +56.2% |
| 3Y | +144.4% | -6.4% | +150.8% | +138.6% |
| 5Y | +134.1% | +58.0% | +76.1% | +87.3% |
| All | +620.2% | -13.9% | +634.1% | +422.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling