+1,456.9%
ADI vs HDB
+4,291.4%
-2,834.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.9% | +4.0% |
| 7D | +0.7% | +6.9% | -6.2% | -1.3% |
| 30D | +0.7% | +15.2% | -14.5% | -3.8% |
| 3M | +6.5% | +11.7% | -5.2% | +2.6% |
| 6M | -2.7% | +7.5% | -10.2% | -5.6% |
| YTD | +52.2% | -28.8% | +81.0% | +66.5% |
| 1Y | +77.5% | -29.1% | +106.6% | +94.2% |
| 3Y | +148.8% | -7.0% | +155.8% | +146.3% |
| 5Y | +142.9% | -22.1% | +164.9% | +151.1% |
| 10Y | +653.2% | +64.9% | +588.3% | +500.4% |
| All | +1,456.9% | +4,291.4% | -2,834.5% | +377.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling