+624.2%
ADI vs HDB
+64.1%
+560.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -6.3% | +12.7% | -19.0% | -10.2% |
| 30D | -3.2% | +16.6% | -19.8% | -8.5% |
| 3M | +2.8% | +10.8% | -8.0% | -1.3% |
| 6M | -5.0% | +3.8% | -8.9% | -7.3% |
| YTD | +46.3% | -28.9% | +75.2% | +62.9% |
| 1Y | +71.6% | -28.0% | +99.6% | +89.9% |
| 3Y | +139.2% | -7.2% | +146.3% | +135.1% |
| 5Y | +136.4% | -22.2% | +158.7% | +144.2% |
| All | +624.2% | +64.1% | +560.1% | +492.5% |
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