+620.2%
ADI vs HBM
+281.1%
+339.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.5% |
| 7D | +9.5% | +2.2% | +7.2% | +8.9% |
| 30D | -1.4% | -11.8% | +10.4% | +1.6% |
| 3M | +4.7% | -19.2% | +23.9% | +9.8% |
| 6M | -7.4% | -22.9% | +15.5% | -2.8% |
| YTD | +48.1% | +7.8% | +40.3% | +42.1% |
| 1Y | +69.6% | +34.9% | +34.7% | +54.6% |
| 3Y | +144.4% | +422.2% | -277.8% | +57.6% |
| 5Y | +134.1% | +192.8% | -58.7% | +62.3% |
| All | +620.2% | +281.1% | +339.0% | +272.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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