+41,898.0%
ADI vs HAL
+516.7%
+41,381.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +13.4% | +2.6% | +10.7% | +12.6% |
| 30D | -1.3% | -0.1% | -1.2% | -1.2% |
| 3M | +6.8% | -1.1% | +7.9% | +7.0% |
| 6M | -1.9% | -20.7% | +18.8% | +3.6% |
| YTD | +52.3% | +17.5% | +34.7% | +44.2% |
| 1Y | +71.6% | +24.1% | +47.5% | +60.2% |
| 3Y | +148.9% | -8.4% | +157.3% | +146.5% |
| 5Y | +140.8% | +53.2% | +87.5% | +99.0% |
| 10Y | +653.6% | -17.2% | +670.8% | +532.4% |
| All | +41,898.0% | +516.7% | +41,381.4% | +15,456.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling