+1,477.1%
ADI vs PFG
+1,015.3%
+461.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.2% | +2.1% |
| 7D | +0.4% | +5.5% | -5.1% | -1.5% |
| 30D | -3.8% | +2.4% | -6.2% | -4.7% |
| 3M | -15.3% | +13.6% | -28.8% | -19.3% |
| 6M | +6.7% | +27.9% | -21.2% | -2.5% |
| YTD | +34.8% | +35.6% | -0.8% | +20.7% |
| 1Y | +49.0% | +48.5% | +0.6% | +29.3% |
| 3Y | +108.1% | +66.9% | +41.2% | +73.7% |
| 5Y | +142.4% | +111.0% | +31.5% | +86.4% |
| 10Y | +589.9% | +244.5% | +345.4% | +333.6% |
| All | +1,477.1% | +1,015.3% | +461.8% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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