+37,071.2%
ADI vs PSA
+14,185.8%
+22,885.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +0.4% | -3.7% | +4.1% | +1.6% |
| 30D | -3.8% | -7.7% | +3.9% | -1.4% |
| 3M | -15.3% | -0.6% | -14.7% | -15.5% |
| 6M | +6.7% | -0.9% | +7.6% | +6.4% |
| YTD | +34.8% | +18.7% | +16.1% | +26.8% |
| 1Y | +49.0% | +7.6% | +41.4% | +44.5% |
| 3Y | +108.1% | +23.7% | +84.4% | +91.4% |
| 5Y | +142.4% | +13.7% | +128.8% | +126.8% |
| 10Y | +589.9% | +98.9% | +491.1% | +430.4% |
| All | +37,071.2% | +14,185.8% | +22,885.4% | +12,573.7% |
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