+7,409.9%
ADI vs PAAS
+971.0%
+6,438.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.6% |
| 7D | -12.8% | +8.4% | -21.2% | -13.4% |
| 30D | -11.3% | -7.2% | -4.2% | -10.9% |
| 3M | -3.4% | -14.0% | +10.7% | -2.5% |
| 6M | -12.0% | -26.8% | +14.7% | -10.4% |
| YTD | +35.3% | -19.8% | +55.0% | +36.5% |
| 1Y | +58.1% | +22.8% | +35.2% | +55.1% |
| 3Y | +127.4% | +183.6% | -56.3% | +109.8% |
| 5Y | +114.6% | +73.8% | +40.8% | +101.5% |
| 10Y | +589.3% | +185.6% | +403.8% | +520.5% |
| All | +7,409.9% | +971.0% | +6,438.8% | +7,058.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling