+37,071.2%
ADI vs HD
+31,989.9%
+5,081.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.2% |
| 7D | +0.4% | -2.1% | +2.5% | +1.5% |
| 30D | -3.8% | -8.4% | +4.6% | +0.3% |
| 3M | -15.3% | +4.3% | -19.6% | -17.5% |
| 6M | +6.7% | -11.1% | +17.8% | +12.1% |
| YTD | +34.8% | -4.7% | +39.4% | +36.6% |
| 1Y | +49.0% | -19.8% | +68.8% | +63.9% |
| 3Y | +108.1% | +4.1% | +104.0% | +100.1% |
| 5Y | +142.4% | +10.3% | +132.1% | +124.8% |
| 10Y | +589.9% | +203.2% | +386.7% | +296.5% |
| All | +37,071.2% | +31,989.9% | +5,081.3% | +2,545.4% |
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