+611.3%
ADI vs HAS
+53.3%
+558.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +1.2% |
| 7D | +2.4% | -3.1% | +5.5% | +3.7% |
| 30D | -6.6% | -2.7% | -3.9% | -5.7% |
| 3M | -9.8% | +8.9% | -18.7% | -13.1% |
| 6M | +15.7% | -2.9% | +18.6% | +16.1% |
| YTD | +35.1% | +12.6% | +22.5% | +27.9% |
| 1Y | +47.7% | +17.5% | +30.2% | +37.5% |
| 3Y | +114.5% | +46.2% | +68.2% | +79.6% |
| 5Y | +141.2% | +12.6% | +128.7% | +118.6% |
| 10Y | +611.3% | +55.7% | +555.6% | +460.8% |
| All | +611.3% | +53.3% | +558.0% | +460.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HAS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling