+141.2%
ADI vs HDB
-37.8%
+179.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +1.2% |
| 7D | +2.4% | -2.0% | +4.5% | +3.1% |
| 30D | -6.6% | -4.9% | -1.7% | -5.2% |
| 3M | -9.8% | -2.3% | -7.5% | -9.8% |
| 6M | +15.7% | -23.7% | +39.4% | +25.2% |
| YTD | +35.1% | -38.5% | +73.6% | +56.9% |
| 1Y | +47.7% | -36.5% | +84.2% | +69.0% |
| 3Y | +114.5% | -28.5% | +142.9% | +130.7% |
| 5Y | +141.2% | -37.4% | +178.6% | +162.7% |
| All | +141.2% | -37.8% | +179.0% | +162.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling