+636.4%
ADI vs PAAS
+218.1%
+418.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | 0.0% |
| 7D | +2.6% | +2.6% | 0.0% | +2.2% |
| 30D | -4.6% | +2.5% | -7.1% | -5.1% |
| 3M | -9.5% | +15.1% | -24.6% | -11.6% |
| 6M | +14.8% | -12.1% | +26.9% | +16.0% |
| YTD | +35.8% | +3.1% | +32.8% | +33.6% |
| 1Y | +48.9% | +50.8% | -1.9% | +38.2% |
| 3Y | +115.6% | +259.5% | -143.9% | +73.9% |
| 5Y | +135.1% | +126.3% | +8.8% | +96.0% |
| 10Y | +636.4% | +239.7% | +396.7% | +476.8% |
| All | +636.4% | +218.1% | +418.3% | +476.8% |
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