+616.7%
ADI vs PSA
+101.3%
+515.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.3% | -3.6% | +5.0% | +2.7% |
| 30D | -6.0% | -9.4% | +3.4% | -2.5% |
| 3M | -7.7% | -8.2% | +0.5% | -5.3% |
| 6M | +14.0% | -1.8% | +15.8% | +13.8% |
| YTD | +34.4% | +15.7% | +18.6% | +25.7% |
| 1Y | +48.0% | +6.3% | +41.7% | +42.8% |
| 3Y | +113.3% | +21.6% | +91.7% | +92.5% |
| 5Y | +131.1% | +13.5% | +117.6% | +111.9% |
| All | +616.7% | +101.3% | +515.4% | +417.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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