+79.3%
ADI vs HL
+22.6%
+56.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +13.2% | -16.4% | -5.5% |
| 7D | -5.1% | +0.2% | -5.3% | -5.3% |
| 30D | -3.1% | -12.1% | +9.0% | -1.0% |
| 3M | +7.1% | -2.8% | +10.0% | +6.8% |
| 6M | +2.9% | -14.9% | +17.8% | +4.2% |
| YTD | +51.1% | -22.0% | +73.2% | +51.2% |
| 1Y | +79.3% | +25.0% | +54.3% | +61.7% |
| All | +79.3% | +22.6% | +56.8% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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