+620.2%
ADI vs HDB
+63.5%
+556.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.2% | -2.9% |
| 7D | +9.5% | +2.7% | +6.7% | +8.5% |
| 30D | -1.4% | +14.1% | -15.5% | -6.1% |
| 3M | +4.7% | +11.8% | -7.1% | +0.2% |
| 6M | -7.4% | +8.2% | -15.6% | -10.9% |
| YTD | +48.1% | -29.3% | +77.4% | +65.1% |
| 1Y | +69.6% | -28.8% | +98.4% | +88.5% |
| 3Y | +144.4% | -7.5% | +151.8% | +140.4% |
| 5Y | +134.1% | -23.1% | +157.2% | +142.8% |
| All | +620.2% | +63.5% | +556.7% | +485.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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