+630.6%
ADI vs PCG
-77.2%
+707.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.3% | +7.2% | +8.4% |
| 7D | -4.4% | -1.1% | -3.4% | -4.3% |
| 30D | -2.8% | +0.1% | -2.9% | -2.8% |
| 3M | +1.5% | -24.4% | +26.0% | +4.2% |
| 6M | -4.7% | -17.7% | +13.0% | -3.2% |
| YTD | +46.8% | -17.4% | +64.2% | +49.0% |
| 1Y | +74.9% | -19.4% | +94.3% | +77.9% |
| 3Y | +147.4% | -18.6% | +166.0% | +150.3% |
| 5Y | +131.9% | +10.2% | +121.7% | +126.7% |
| 10Y | +630.6% | -76.7% | +707.3% | +590.2% |
| All | +630.6% | -77.2% | +707.8% | +590.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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