+620.2%
ADI vs HAS
+97.5%
+522.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | +9.5% | +1.4% | +8.1% | +9.0% |
| 30D | -1.4% | +26.3% | -27.7% | -10.0% |
| 3M | +4.7% | +25.6% | -20.9% | -4.3% |
| 6M | -7.4% | +30.3% | -37.7% | -17.1% |
| YTD | +48.1% | +50.4% | -2.3% | +25.1% |
| 1Y | +69.6% | +57.7% | +11.9% | +40.7% |
| 3Y | +144.4% | +213.4% | -69.0% | +54.8% |
| 5Y | +134.1% | +49.1% | +85.0% | +90.3% |
| All | +620.2% | +97.5% | +522.6% | +416.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling