+37,071.2%
ADI vs PCG
+103.4%
+36,967.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.2% |
| 7D | +0.4% | -13.9% | +14.3% | +2.3% |
| 30D | -3.8% | -16.9% | +13.1% | -1.5% |
| 3M | -15.3% | -14.7% | -0.5% | -13.7% |
| 6M | +6.7% | -23.8% | +30.5% | +10.5% |
| YTD | +34.8% | -10.5% | +45.3% | +36.0% |
| 1Y | +49.0% | -5.1% | +54.1% | +48.7% |
| 3Y | +108.1% | -11.6% | +119.7% | +108.6% |
| 5Y | +142.4% | +59.0% | +83.4% | +121.2% |
| 10Y | +589.9% | -75.7% | +665.6% | +609.9% |
| All | +37,071.2% | +103.4% | +36,967.8% | +18,750.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling