+79.3%
ADI vs PSX
+97.5%
-18.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.5% | +1.3% | -3.5% |
| 7D | -5.1% | -5.2% | 0.0% | -5.4% |
| 30D | -3.1% | -3.7% | +0.7% | -3.3% |
| 3M | +7.1% | +26.8% | -19.6% | +8.4% |
| 6M | +2.9% | +47.3% | -44.4% | +5.0% |
| YTD | +51.1% | +105.4% | -54.3% | +47.1% |
| 1Y | +79.3% | +96.9% | -17.6% | +76.7% |
| All | +79.3% | +97.5% | -18.2% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling