+595.7%
HAL vs ADP
+11,097.1%
-10,501.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.5% |
| 7D | +2.9% | -3.4% | +6.4% | +4.8% |
| 30D | +17.0% | +2.8% | +14.3% | +15.2% |
| 3M | -9.7% | +20.9% | -30.6% | -18.8% |
| 6M | +8.6% | +29.9% | -21.2% | -6.8% |
| YTD | +33.0% | +9.6% | +23.3% | +24.0% |
| 1Y | +68.3% | -5.3% | +73.6% | +68.8% |
| 3Y | +0.1% | +16.5% | -16.4% | -10.9% |
| 5Y | +102.6% | +49.4% | +53.2% | +55.3% |
| 10Y | +3.8% | +282.2% | -278.4% | -48.6% |
| All | +595.7% | +11,097.1% | -10,501.4% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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