+773.1%
ADI vs PFGC
+485.1%
+288.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.0% |
| 7D | +9.5% | +3.4% | +6.1% | +8.6% |
| 30D | -1.4% | +16.9% | -18.3% | -5.7% |
| 3M | +4.7% | +6.4% | -1.7% | +2.6% |
| 6M | -7.4% | +16.0% | -23.4% | -11.8% |
| YTD | +48.1% | +23.6% | +24.4% | +37.9% |
| 1Y | +69.6% | +16.6% | +53.0% | +60.3% |
| 3Y | +144.4% | +82.3% | +62.1% | +105.4% |
| 5Y | +134.1% | +138.7% | -4.6% | +81.8% |
| 10Y | +632.8% | +352.8% | +279.9% | +355.4% |
| All | +773.1% | +485.1% | +288.0% | +405.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling