+136.4%
ADI vs PCOR
-17.9%
+154.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | -6.3% | +20.7% | -27.0% | -11.2% |
| 30D | -3.2% | +35.7% | -38.8% | -11.2% |
| 3M | +2.8% | +31.1% | -28.3% | -5.7% |
| 6M | -5.0% | +43.1% | -48.2% | -16.1% |
| YTD | +46.3% | +4.8% | +41.5% | +40.1% |
| 1Y | +71.6% | -3.7% | +75.3% | +69.4% |
| 3Y | +139.2% | +46.5% | +92.6% | +98.3% |
| 5Y | +136.4% | -17.3% | +153.7% | +111.8% |
| All | +136.4% | -17.9% | +154.3% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling