+135.1%
ADI vs PFGC
+111.7%
+23.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | +2.6% | -3.7% | +6.3% | +4.0% |
| 30D | -4.6% | -16.0% | +11.3% | +1.5% |
| 3M | -9.5% | -4.1% | -5.4% | -8.8% |
| 6M | +14.8% | +8.7% | +6.1% | +9.8% |
| YTD | +35.8% | +6.4% | +29.5% | +29.7% |
| 1Y | +48.9% | -8.4% | +57.3% | +50.9% |
| 3Y | +115.6% | +61.8% | +53.8% | +73.1% |
| 5Y | +135.1% | +108.7% | +26.4% | +70.4% |
| All | +135.1% | +111.7% | +23.4% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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