+7,155.2%
ADI vs HIG
+1,002.1%
+6,153.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | +0.4% | +0.3% | +0.1% | +0.4% |
| 30D | -3.8% | -3.2% | -0.6% | -3.2% |
| 3M | -15.3% | +9.1% | -24.4% | -17.2% |
| 6M | +6.7% | -1.8% | +8.5% | +6.6% |
| YTD | +34.8% | +1.8% | +33.0% | +33.5% |
| 1Y | +49.0% | +4.6% | +44.5% | +46.6% |
| 3Y | +108.1% | +101.6% | +6.4% | +77.8% |
| 5Y | +142.4% | +124.5% | +17.9% | +102.3% |
| 10Y | +589.9% | +317.8% | +272.1% | +397.3% |
| All | +7,155.2% | +1,002.1% | +6,153.1% | +2,986.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling