+37,071.2%
ADI vs HAS
+3,598.5%
+33,472.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +0.4% | -1.8% | +2.2% | +1.1% |
| 30D | -3.8% | +2.3% | -6.1% | -4.6% |
| 3M | -15.3% | +10.4% | -25.6% | -18.5% |
| 6M | +6.7% | -3.2% | +9.9% | +7.3% |
| YTD | +34.8% | +15.4% | +19.4% | +26.9% |
| 1Y | +49.0% | +18.8% | +30.2% | +38.9% |
| 3Y | +108.1% | +43.9% | +64.1% | +77.1% |
| 5Y | +142.4% | +13.9% | +128.5% | +119.7% |
| 10Y | +589.9% | +56.4% | +533.5% | +419.4% |
| All | +37,071.2% | +3,598.5% | +33,472.7% | +8,366.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling