+40,396.8%
ADI vs HD
+35,225.3%
+5,171.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +7.2% |
| 7D | -4.4% | +3.6% | -8.0% | -6.2% |
| 30D | -2.8% | +21.6% | -24.4% | -12.1% |
| 3M | +1.5% | +0.1% | +1.4% | +0.7% |
| 6M | -4.7% | +13.0% | -17.7% | -11.5% |
| YTD | +46.8% | +4.9% | +41.9% | +41.1% |
| 1Y | +74.9% | -2.1% | +77.0% | +73.5% |
| 3Y | +147.4% | +32.6% | +114.9% | +110.2% |
| 5Y | +131.9% | +8.2% | +123.7% | +115.5% |
| 10Y | +630.6% | +257.9% | +372.7% | +285.7% |
| All | +40,396.8% | +35,225.3% | +5,171.5% | +2,631.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling