+135.1%
ADI vs HAL
+112.2%
+22.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +2.6% | -1.3% | +4.0% | +2.9% |
| 30D | -4.6% | +10.9% | -15.5% | -7.0% |
| 3M | -9.5% | -5.8% | -3.6% | -8.5% |
| 6M | +14.8% | +8.1% | +6.7% | +11.8% |
| YTD | +35.8% | +33.2% | +2.6% | +25.1% |
| 1Y | +48.9% | +74.2% | -25.2% | +27.2% |
| 3Y | +115.6% | -3.7% | +119.2% | +102.7% |
| 5Y | +135.1% | +111.9% | +23.2% | +87.3% |
| All | +135.1% | +112.2% | +22.9% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling