+113.1%
ADI vs HL
+397.6%
-284.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +2.9% | -0.4% |
| 7D | +1.3% | -5.6% | +6.9% | +2.3% |
| 30D | -6.0% | +12.7% | -18.7% | -8.1% |
| 3M | -7.7% | +42.5% | -50.2% | -13.5% |
| 6M | +14.0% | -9.0% | +23.0% | +13.8% |
| YTD | +34.4% | +4.4% | +30.0% | +29.6% |
| 1Y | +48.0% | +82.7% | -34.7% | +29.1% |
| All | +113.1% | +397.6% | -284.5% | +50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling