+37,205.6%
ADI vs HST
+1,511.7%
+35,693.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -12.8% | -2.7% | -10.2% | -12.0% |
| 30D | -11.3% | +10.7% | -22.0% | -14.1% |
| 3M | -3.4% | +6.3% | -9.6% | -5.1% |
| 6M | -12.0% | +19.0% | -31.0% | -16.9% |
| YTD | +35.3% | +47.0% | -11.8% | +19.3% |
| 1Y | +58.1% | +53.4% | +4.6% | +37.4% |
| 3Y | +127.4% | +78.0% | +49.3% | +88.9% |
| 5Y | +114.6% | +71.7% | +42.9% | +77.4% |
| 10Y | +589.3% | +146.2% | +443.2% | +382.8% |
| All | +37,205.6% | +1,511.7% | +35,693.9% | +10,937.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling