+620.2%
ADI vs PAAS
+205.7%
+414.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | +9.5% | -8.9% | +18.4% | +11.0% |
| 30D | -1.4% | -11.4% | +10.0% | +0.3% |
| 3M | +4.7% | -20.4% | +25.2% | +8.0% |
| 6M | -7.4% | -40.7% | +33.3% | -0.8% |
| YTD | +48.1% | -26.9% | +75.0% | +52.9% |
| 1Y | +69.6% | -3.1% | +72.7% | +67.9% |
| 3Y | +144.4% | +199.3% | -54.9% | +102.4% |
| 5Y | +134.1% | +48.3% | +85.8% | +106.1% |
| All | +620.2% | +205.7% | +414.5% | +468.1% |
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