+36,968.5%
ADI vs HBAN
+779.3%
+36,189.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | +1.3% | -1.9% | +3.3% | +1.8% |
| 30D | -6.0% | -5.9% | -0.1% | -4.6% |
| 3M | -7.7% | +0.2% | -8.0% | -7.9% |
| 6M | +14.0% | +6.6% | +7.3% | +12.1% |
| YTD | +34.4% | -1.7% | +36.1% | +34.4% |
| 1Y | +48.0% | -1.7% | +49.7% | +47.9% |
| 3Y | +113.3% | +74.9% | +38.4% | +87.1% |
| 5Y | +131.1% | +36.0% | +95.1% | +111.6% |
| 10Y | +628.7% | +156.9% | +471.8% | +465.3% |
| All | +36,968.5% | +779.3% | +36,189.2% | +14,261.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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