+54.5%
ADI vs HL
+82.6%
-28.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +5.1% |
| 7D | +4.6% | -4.4% | +8.9% | +5.3% |
| 30D | -1.2% | +9.3% | -10.5% | -2.9% |
| 3M | -7.8% | +32.0% | -39.8% | -12.6% |
| 6M | +19.3% | -6.4% | +25.8% | +17.9% |
| YTD | +40.9% | +3.1% | +37.8% | +35.3% |
| 1Y | +54.5% | +77.6% | -23.1% | +36.5% |
| All | +54.5% | +82.6% | -28.1% | +36.5% |
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