+611.3%
ADI vs PCG
-75.0%
+686.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.6% | -3.4% | -0.1% |
| 7D | +2.4% | +5.4% | -3.0% | +1.8% |
| 30D | -6.6% | -15.1% | +8.5% | -5.2% |
| 3M | -9.8% | -9.8% | 0.0% | -9.2% |
| 6M | +15.7% | -18.0% | +33.7% | +17.6% |
| YTD | +35.1% | -7.2% | +42.4% | +35.5% |
| 1Y | +47.7% | +2.9% | +44.8% | +46.3% |
| 3Y | +114.5% | -11.1% | +125.5% | +114.9% |
| 5Y | +141.2% | +61.8% | +79.5% | +127.4% |
| 10Y | +611.3% | -75.2% | +686.5% | +588.6% |
| All | +611.3% | -75.0% | +686.3% | +588.6% |
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