+651.5%
ADI vs HUBS
+323.9%
+327.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.1% | +4.7% |
| 7D | +4.6% | -9.0% | +13.6% | +6.9% |
| 30D | -1.2% | +7.2% | -8.4% | -3.6% |
| 3M | -7.8% | +20.9% | -28.7% | -14.8% |
| 6M | +19.3% | -13.0% | +32.4% | +16.0% |
| YTD | +40.9% | -43.8% | +84.8% | +52.9% |
| 1Y | +54.5% | -54.6% | +109.1% | +77.2% |
| 3Y | +123.4% | -58.5% | +181.9% | +154.3% |
| 5Y | +142.3% | -66.4% | +208.7% | +169.0% |
| All | +651.5% | +323.9% | +327.6% | +256.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling