+636.4%
ADI vs HD
+203.3%
+433.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +1.2% |
| 7D | +2.6% | -1.8% | +4.4% | +3.8% |
| 30D | -4.6% | -10.8% | +6.2% | +2.3% |
| 3M | -9.5% | -2.7% | -6.8% | -8.8% |
| 6M | +14.8% | -10.3% | +25.1% | +21.5% |
| YTD | +35.8% | -7.8% | +43.6% | +40.8% |
| 1Y | +48.9% | -23.1% | +72.1% | +73.2% |
| 3Y | +115.6% | +2.0% | +113.6% | +104.0% |
| 5Y | +135.1% | +6.2% | +128.9% | +111.7% |
| 10Y | +636.4% | +210.2% | +426.3% | +271.9% |
| All | +636.4% | +203.3% | +433.2% | +271.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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