+630.6%
ADI vs HAS
+106.1%
+524.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.7% | +6.9% | +7.9% |
| 7D | -4.4% | +2.2% | -6.6% | -5.1% |
| 30D | -2.8% | +29.6% | -32.4% | -12.2% |
| 3M | +1.5% | +30.3% | -28.7% | -8.6% |
| 6M | -4.7% | +25.6% | -30.3% | -13.5% |
| YTD | +46.8% | +50.8% | -4.0% | +23.9% |
| 1Y | +74.9% | +63.0% | +11.9% | +43.3% |
| 3Y | +147.4% | +211.6% | -64.1% | +57.0% |
| 5Y | +131.9% | +50.4% | +81.5% | +87.8% |
| 10Y | +630.6% | +101.9% | +528.7% | +406.4% |
| All | +630.6% | +106.1% | +524.5% | +406.4% |
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