+171.3%
ADI vs PCOR
-9.0%
+180.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.5% | +7.1% | +8.2% |
| 7D | -4.4% | +22.2% | -26.6% | -9.5% |
| 30D | -2.8% | +36.0% | -38.9% | -10.6% |
| 3M | +1.5% | +34.0% | -32.5% | -6.9% |
| 6M | -4.7% | +43.5% | -48.2% | -15.3% |
| YTD | +46.8% | +5.1% | +41.7% | +40.7% |
| 1Y | +74.9% | -3.9% | +78.8% | +72.6% |
| 3Y | +147.4% | +52.9% | +94.5% | +106.1% |
| 5Y | +131.9% | -18.7% | +150.6% | +103.0% |
| All | +171.3% | -9.0% | +180.3% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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