+2,455.9%
ADI vs HBM
+613.3%
+1,842.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.6% | +1.8% |
| 7D | +0.4% | -6.4% | +6.8% | +1.7% |
| 30D | -3.8% | +5.9% | -9.7% | -5.0% |
| 3M | -15.3% | -8.9% | -6.3% | -14.2% |
| 6M | +6.7% | +10.7% | -4.0% | +3.2% |
| YTD | +34.8% | +38.3% | -3.5% | +23.8% |
| 1Y | +49.0% | +121.3% | -72.3% | +24.0% |
| 3Y | +108.1% | +450.6% | -342.5% | +40.3% |
| 5Y | +142.4% | +338.0% | -195.6% | +62.8% |
| 10Y | +589.9% | +578.6% | +11.3% | +268.3% |
| All | +2,455.9% | +613.3% | +1,842.6% | +1,053.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling