+49.0%
ADI vs HYG
+4.1%
+44.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.9% |
| 7D | +0.4% | -0.2% | +0.6% | +1.2% |
| 30D | -3.8% | +0.1% | -3.9% | -4.1% |
| 3M | -15.3% | +0.7% | -15.9% | -17.1% |
| 6M | +6.7% | +1.5% | +5.2% | +2.6% |
| YTD | +34.8% | +2.2% | +32.6% | +25.7% |
| 1Y | +49.0% | +3.9% | +45.1% | +28.7% |
| All | +49.0% | +4.1% | +44.9% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 1y: compounded portfolio wealth divided by compounded HYG 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…
1y analysis · Full analysis span regression · 6 months rolling