+48.9%
ADI vs HDB
-37.2%
+86.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.8% |
| 7D | +2.6% | -4.9% | +7.5% | +3.4% |
| 30D | -4.6% | -5.8% | +1.2% | -3.7% |
| 3M | -9.5% | -5.2% | -4.3% | -9.4% |
| 6M | +14.8% | -25.7% | +40.6% | +17.7% |
| YTD | +35.8% | -39.6% | +75.4% | +36.1% |
| 1Y | +48.9% | -36.9% | +85.9% | +46.3% |
| All | +48.9% | -37.2% | +86.1% | +46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling