+133.8%
ADI vs PCOR
-11.9%
+145.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.9% |
| 7D | +9.5% | +3.0% | +6.4% | +8.7% |
| 30D | -1.4% | +38.7% | -40.1% | -10.1% |
| 3M | +4.7% | +24.9% | -20.1% | -2.4% |
| 6M | -7.4% | +68.8% | -76.2% | -22.2% |
| YTD | +48.1% | +6.7% | +41.3% | +41.1% |
| 1Y | +69.6% | +3.0% | +66.6% | +63.7% |
| 3Y | +144.4% | +48.6% | +95.8% | +101.7% |
| All | +133.8% | -11.9% | +145.7% | +107.1% |
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