+37,205.6%
ADI vs HD
+34,230.8%
+2,974.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +1.6% |
| 7D | -12.8% | +4.3% | -17.2% | -14.9% |
| 30D | -11.3% | +20.2% | -31.5% | -19.5% |
| 3M | -3.4% | -1.0% | -2.3% | -3.7% |
| 6M | -12.0% | +7.9% | -19.9% | -16.6% |
| YTD | +35.3% | +2.0% | +33.3% | +31.7% |
| 1Y | +58.1% | -4.3% | +62.4% | +58.4% |
| 3Y | +127.4% | +25.9% | +101.4% | +97.8% |
| 5Y | +114.6% | +5.8% | +108.8% | +101.4% |
| 10Y | +589.3% | +262.5% | +326.8% | +261.8% |
| All | +37,205.6% | +34,230.8% | +2,974.7% | +2,449.2% |
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