+651.5%
ADI vs PSX
+386.4%
+265.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | +4.6% | +1.7% | +2.8% | +4.0% |
| 30D | -1.2% | +15.6% | -16.8% | -5.9% |
| 3M | -7.8% | +46.5% | -54.3% | -19.2% |
| 6M | +19.3% | +55.0% | -35.7% | +1.9% |
| YTD | +40.9% | +105.3% | -64.4% | +8.7% |
| 1Y | +54.5% | +101.6% | -47.1% | +19.5% |
| 3Y | +123.4% | +134.1% | -10.7% | +61.4% |
| 5Y | +142.3% | +368.7% | -226.4% | +32.9% |
| All | +651.5% | +386.4% | +265.1% | +291.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling