+413.6%
ADI vs HUT
+240.9%
+172.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.6% | -3.5% | +3.4% |
| 7D | +0.7% | +24.8% | -24.1% | -1.2% |
| 30D | +0.7% | -28.4% | +29.1% | +3.1% |
| 3M | +6.5% | -31.2% | +37.7% | +9.0% |
| 6M | -2.7% | -40.2% | +37.6% | 0.0% |
| YTD | +52.2% | +32.9% | +19.3% | +44.3% |
| 1Y | +77.5% | +39.1% | +38.4% | +66.4% |
| 3Y | +148.8% | +462.8% | -314.0% | +93.1% |
| 5Y | +142.9% | -13.9% | +156.8% | +98.0% |
| All | +413.6% | +240.9% | +172.7% | +197.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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