+144.4%
ADI vs HRB
+22.6%
+121.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.3% | -2.9% |
| 7D | +9.5% | -5.1% | +14.6% | +9.1% |
| 30D | -1.4% | +8.7% | -10.1% | -0.9% |
| 3M | +4.7% | -5.4% | +10.1% | +4.8% |
| 6M | -7.4% | +41.6% | -49.0% | -6.4% |
| YTD | +48.1% | +18.7% | +29.4% | +54.9% |
| 1Y | +69.6% | +16.4% | +53.2% | +77.8% |
| 3Y | +144.4% | +22.0% | +122.4% | +138.9% |
| All | +144.4% | +22.6% | +121.8% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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