+147.4%
ADI vs HUT
+371.2%
-223.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +8.3% | +0.3% | +7.7% |
| 7D | -4.4% | +3.7% | -8.1% | -5.1% |
| 30D | -2.8% | -32.3% | +29.5% | +0.3% |
| 3M | +1.5% | -35.6% | +37.2% | +4.9% |
| 6M | -4.7% | -42.1% | +37.4% | -1.4% |
| YTD | +46.8% | +24.1% | +22.7% | +40.2% |
| 1Y | +74.9% | +27.9% | +47.0% | +65.3% |
| 3Y | +147.4% | +409.1% | -261.7% | +104.1% |
| All | +147.4% | +371.2% | -223.8% | +104.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling