+1,360.6%
ADI vs XHB
+173.9%
+1,186.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.1% |
| 7D | +0.4% | -1.3% | +1.7% | +1.1% |
| 30D | -3.8% | -6.9% | +3.1% | -0.1% |
| 3M | -15.3% | -1.3% | -14.0% | -14.9% |
| 6M | +6.7% | -6.8% | +13.5% | +10.3% |
| YTD | +34.8% | +0.7% | +34.0% | +33.3% |
| 1Y | +49.0% | -11.2% | +60.3% | +57.5% |
| 3Y | +108.1% | +25.3% | +82.7% | +81.3% |
| 5Y | +142.4% | +37.3% | +105.1% | +100.1% |
| 10Y | +589.9% | +211.5% | +378.4% | +274.3% |
| All | +1,360.6% | +173.9% | +1,186.7% | +570.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling