+37,205.6%
ADI vs HAS
+4,652.9%
+32,552.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -12.8% | -0.2% | -12.7% | -12.8% |
| 30D | -11.3% | +31.0% | -42.4% | -19.8% |
| 3M | -3.4% | +30.7% | -34.0% | -12.6% |
| 6M | -12.0% | +23.9% | -35.9% | -19.4% |
| YTD | +35.3% | +48.3% | -13.1% | +15.9% |
| 1Y | +58.1% | +60.2% | -2.2% | +31.8% |
| 3Y | +127.4% | +189.2% | -61.9% | +51.3% |
| 5Y | +114.6% | +50.4% | +64.2% | +75.7% |
| 10Y | +589.3% | +104.2% | +485.2% | +370.5% |
| All | +37,205.6% | +4,652.9% | +32,552.7% | +7,632.6% |
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