+651.5%
ADI vs HIG
+313.7%
+337.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +4.6% | -1.5% | +6.0% | +5.2% |
| 30D | -1.2% | -0.4% | -0.8% | -1.2% |
| 3M | -7.8% | +6.7% | -14.5% | -10.9% |
| 6M | +19.3% | +2.0% | +17.4% | +17.1% |
| YTD | +40.9% | +0.3% | +40.6% | +39.1% |
| 1Y | +54.5% | +4.2% | +50.3% | +49.5% |
| 3Y | +123.4% | +102.2% | +21.2% | +59.9% |
| 5Y | +142.3% | +118.5% | +23.8% | +66.3% |
| All | +651.5% | +313.7% | +337.8% | +283.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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