+1,178.0%
ADI vs PSX
+1,139.4%
+38.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | +0.4% | +4.5% | -4.1% | -1.0% |
| 30D | -3.8% | +26.6% | -30.4% | -11.2% |
| 3M | -15.3% | +39.3% | -54.5% | -24.5% |
| 6M | +6.7% | +56.8% | -50.1% | -9.4% |
| YTD | +34.8% | +101.8% | -67.1% | +4.6% |
| 1Y | +49.0% | +99.6% | -50.6% | +15.8% |
| 3Y | +108.1% | +140.3% | -32.3% | +49.4% |
| 5Y | +142.4% | +339.3% | -196.9% | +36.8% |
| 10Y | +589.9% | +369.9% | +220.1% | +249.5% |
| All | +1,178.0% | +1,139.4% | +38.5% | +414.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling