+71.6%
ADI vs HAL
+20.4%
+51.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +13.4% | +2.6% | +10.7% | +12.9% |
| 30D | -1.3% | -0.1% | -1.2% | -1.1% |
| 3M | +6.8% | -1.1% | +7.9% | +7.0% |
| 6M | -1.9% | -20.7% | +18.8% | +0.7% |
| YTD | +52.3% | +17.5% | +34.7% | +44.9% |
| 1Y | +71.6% | +24.1% | +47.5% | +59.3% |
| All | +71.6% | +20.4% | +51.3% | +59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling