+114.5%
ADI vs HAL
-4.2%
+118.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.4% | +0.5% | +2.0% | +2.3% |
| 30D | -6.6% | +15.9% | -22.5% | -10.8% |
| 3M | -9.8% | -8.7% | -1.1% | -7.5% |
| 6M | +15.7% | +9.0% | +6.6% | +11.1% |
| YTD | +35.1% | +32.0% | +3.1% | +20.7% |
| 1Y | +47.7% | +72.5% | -24.8% | +18.0% |
| 3Y | +114.5% | -4.5% | +119.0% | +85.4% |
| All | +114.5% | -4.2% | +118.6% | +85.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling