+620.2%
ADI vs PSX
+368.0%
+252.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.5% | -3.0% |
| 7D | +9.5% | +7.8% | +1.7% | +6.9% |
| 30D | -1.4% | -10.9% | +9.5% | +2.2% |
| 3M | +4.7% | +14.5% | -9.8% | -0.2% |
| 6M | -7.4% | +56.1% | -63.5% | -20.9% |
| YTD | +48.1% | +109.6% | -61.5% | +13.0% |
| 1Y | +69.6% | +95.5% | -25.9% | +32.5% |
| 3Y | +144.4% | +156.2% | -11.8% | +71.1% |
| 5Y | +134.1% | +310.0% | -175.9% | +34.8% |
| All | +620.2% | +368.0% | +252.1% | +289.1% |
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