+37,168.6%
ADI vs HRB
+3,134.5%
+34,034.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.5% | +6.7% | +2.3% |
| 7D | +2.4% | -9.1% | +11.5% | +5.4% |
| 30D | -6.6% | +0.3% | -6.8% | -7.4% |
| 3M | -9.8% | +23.4% | -33.2% | -17.4% |
| 6M | +15.7% | +45.1% | -29.5% | -1.7% |
| YTD | +35.1% | +8.9% | +26.2% | +25.3% |
| 1Y | +47.7% | -7.9% | +55.6% | +44.2% |
| 3Y | +114.5% | +27.9% | +86.5% | +82.1% |
| 5Y | +141.2% | +108.3% | +32.9% | +67.0% |
| 10Y | +611.3% | +208.4% | +402.9% | +283.3% |
| All | +37,168.6% | +3,134.5% | +34,034.2% | +5,192.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling