+79.3%
ADI vs HST
+76.4%
+2.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.7% |
| 7D | -5.1% | +3.3% | -8.5% | -6.3% |
| 30D | -3.1% | +16.4% | -19.4% | -8.2% |
| 3M | +7.1% | +5.5% | +1.7% | +4.9% |
| 6M | +2.9% | +31.1% | -28.2% | -8.3% |
| YTD | +51.1% | +55.9% | -4.8% | +27.9% |
| 1Y | +79.3% | +75.6% | +3.7% | +48.7% |
| All | +79.3% | +76.4% | +2.9% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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