+630.6%
ADI vs PAAS
+178.0%
+452.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.9% | +5.7% | +8.1% |
| 7D | -4.4% | +8.8% | -13.2% | -5.6% |
| 30D | -2.8% | -8.5% | +5.6% | -1.6% |
| 3M | +1.5% | -17.0% | +18.5% | +4.0% |
| 6M | -4.7% | -27.9% | +23.2% | -0.7% |
| YTD | +46.8% | -17.5% | +64.3% | +48.9% |
| 1Y | +74.9% | +22.8% | +52.1% | +67.4% |
| 3Y | +147.4% | +224.2% | -76.8% | +102.8% |
| 5Y | +131.9% | +73.6% | +58.3% | +100.1% |
| 10Y | +630.6% | +186.4% | +444.2% | +486.3% |
| All | +630.6% | +178.0% | +452.6% | +486.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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