+114.3%
ADI vs PCG
+13.7%
+100.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.2% |
| 7D | -12.8% | -1.6% | -11.2% | -12.5% |
| 30D | -11.3% | +1.4% | -12.8% | -11.6% |
| 3M | -3.4% | -23.4% | +20.0% | +2.6% |
| 6M | -12.0% | -19.4% | +7.4% | -8.5% |
| YTD | +35.3% | -18.5% | +53.7% | +40.0% |
| 1Y | +58.1% | -19.5% | +77.6% | +64.1% |
| 3Y | +127.4% | -21.0% | +148.3% | +131.3% |
| All | +114.3% | +13.7% | +100.5% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling