+40,736.4%
ADI vs PSA
+15,793.7%
+24,942.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.5% | -2.7% |
| 7D | +9.5% | -1.4% | +10.9% | +10.0% |
| 30D | -1.4% | +15.2% | -16.6% | -5.9% |
| 3M | +4.7% | +2.2% | +2.5% | +3.7% |
| 6M | -7.4% | +11.7% | -19.1% | -11.3% |
| YTD | +48.1% | +32.0% | +16.0% | +34.4% |
| 1Y | +69.6% | +26.3% | +43.4% | +56.1% |
| 3Y | +144.4% | +52.4% | +92.0% | +110.0% |
| 5Y | +134.1% | +26.3% | +107.9% | +111.7% |
| 10Y | +632.8% | +132.3% | +500.4% | +436.2% |
| All | +40,736.4% | +15,793.7% | +24,942.8% | +13,327.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling