+37,071.2%
ADI vs HST
+1,330.6%
+35,740.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.4% | -1.0% | +1.5% | +0.8% |
| 30D | -3.8% | -12.3% | +8.5% | +0.2% |
| 3M | -15.3% | -6.4% | -8.9% | -13.7% |
| 6M | +6.7% | +15.0% | -8.3% | +1.8% |
| YTD | +34.8% | +30.5% | +4.3% | +23.3% |
| 1Y | +49.0% | +35.7% | +13.4% | +34.4% |
| 3Y | +108.1% | +68.4% | +39.7% | +75.6% |
| 5Y | +142.4% | +73.1% | +69.3% | +100.0% |
| 10Y | +589.9% | +92.7% | +497.2% | +419.6% |
| All | +37,071.2% | +1,330.6% | +35,740.5% | +11,309.7% |
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 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