+115.3%
ADI vs PSA
+21.5%
+93.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.4% |
| 7D | +2.6% | -2.2% | +4.9% | +3.4% |
| 30D | -4.6% | -9.6% | +4.9% | -1.1% |
| 3M | -9.5% | -7.9% | -1.6% | -7.3% |
| 6M | +14.8% | -2.0% | +16.8% | +14.2% |
| YTD | +35.8% | +15.7% | +20.1% | +25.6% |
| 1Y | +48.9% | +5.8% | +43.2% | +42.8% |
| All | +115.3% | +21.5% | +93.8% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling