+123.4%
ADI vs HLT
+99.0%
+24.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +4.6% | -1.6% | +6.2% | +5.6% |
| 30D | -1.2% | -5.0% | +3.9% | +2.1% |
| 3M | -7.8% | -10.4% | +2.6% | -1.3% |
| 6M | +19.3% | +3.2% | +16.1% | +14.8% |
| YTD | +40.9% | +6.7% | +34.2% | +31.6% |
| 1Y | +54.5% | +10.3% | +44.2% | +39.9% |
| 3Y | +123.4% | +99.3% | +24.1% | +33.8% |
| All | +123.4% | +99.0% | +24.4% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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