+141.2%
ADI vs HUT
+71.6%
+69.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +0.9% |
| 7D | +0.4% | +17.8% | -17.4% | -1.5% |
| 30D | -3.8% | +0.8% | -4.6% | -4.2% |
| 3M | -15.3% | -26.8% | +11.5% | -13.3% |
| 6M | +6.7% | +72.6% | -65.9% | -2.2% |
| YTD | +34.8% | +103.6% | -68.9% | +19.8% |
| 1Y | +49.0% | +265.3% | -216.2% | +20.6% |
| 3Y | +108.1% | +689.4% | -581.3% | +36.4% |
| All | +141.2% | +71.6% | +69.6% | +71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling