+371.8%
ADI vs USHY
+50.7%
+321.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | -6.6% | 0.0% | -6.6% | -6.5% |
| 3M | -9.8% | +1.2% | -11.0% | -11.9% |
| 6M | +15.7% | +2.6% | +13.1% | +9.6% |
| YTD | +35.1% | +2.4% | +32.7% | +28.6% |
| 1Y | +47.7% | +4.2% | +43.5% | +35.6% |
| 3Y | +114.5% | +28.0% | +86.4% | +30.3% |
| 5Y | +141.2% | +21.8% | +119.5% | +67.5% |
| All | +371.8% | +50.7% | +321.1% | +136.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 all: compounded portfolio wealth divided by compounded USHY 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…
all analysis · Full analysis span regression · 6 months rolling