+358.3%
ADI vs HUT
+435.6%
-77.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +0.8% |
| 7D | +2.6% | +18.9% | -16.3% | +1.1% |
| 30D | -4.6% | +12.0% | -16.6% | -5.7% |
| 3M | -9.5% | -14.9% | +5.4% | -9.1% |
| 6M | +14.8% | +96.8% | -81.9% | +6.9% |
| YTD | +35.8% | +108.8% | -73.0% | +24.8% |
| 1Y | +48.9% | +227.4% | -178.4% | +29.9% |
| 3Y | +115.6% | +760.3% | -644.7% | +61.9% |
| 5Y | +135.1% | +86.1% | +49.0% | +81.8% |
| All | +358.3% | +435.6% | -77.2% | +157.2% |
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