+123.4%
ADI vs PSLV
+165.9%
-42.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.8% |
| 7D | +4.6% | -3.5% | +8.0% | +5.3% |
| 30D | -1.2% | -2.1% | +1.0% | -0.8% |
| 3M | -7.8% | -1.6% | -6.2% | -7.8% |
| 6M | +19.3% | -25.5% | +44.8% | +24.7% |
| YTD | +40.9% | -11.4% | +52.3% | +38.4% |
| 1Y | +54.5% | +48.6% | +5.9% | +33.0% |
| 3Y | +123.4% | +166.9% | -43.5% | +66.7% |
| All | +123.4% | +165.9% | -42.4% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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