+891.5%
ADI vs HUBS
+578.5%
+313.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.8% | -0.4% |
| 7D | +1.3% | -12.4% | +13.7% | +4.3% |
| 30D | -6.0% | +1.4% | -7.3% | -7.0% |
| 3M | -7.7% | +16.0% | -23.7% | -13.6% |
| 6M | +14.0% | -17.0% | +31.0% | +12.3% |
| YTD | +34.4% | -44.3% | +78.7% | +45.1% |
| 1Y | +48.0% | -54.3% | +102.3% | +67.4% |
| 3Y | +113.3% | -58.4% | +171.7% | +140.5% |
| 5Y | +131.1% | -66.7% | +197.8% | +154.9% |
| 10Y | +628.7% | +315.9% | +312.8% | +291.3% |
| All | +891.5% | +578.5% | +313.1% | +381.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling