+651.5%
ADI vs XHB
+215.4%
+436.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +3.8% |
| 7D | +4.6% | -4.6% | +9.2% | +8.0% |
| 30D | -1.2% | -9.1% | +8.0% | +5.4% |
| 3M | -7.8% | -8.6% | +0.7% | -2.5% |
| 6M | +19.3% | -4.0% | +23.4% | +21.6% |
| YTD | +40.9% | -3.9% | +44.9% | +43.0% |
| 1Y | +54.5% | -16.5% | +71.0% | +72.6% |
| 3Y | +123.4% | +22.6% | +100.9% | +85.6% |
| 5Y | +142.3% | +33.9% | +108.4% | +85.9% |
| All | +651.5% | +215.4% | +436.1% | +220.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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