+651.5%
ADI vs PNC
+279.5%
+372.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.3% | +4.6% |
| 7D | +4.6% | -0.6% | +5.1% | +4.9% |
| 30D | -1.2% | -4.4% | +3.2% | +1.1% |
| 3M | -7.8% | +5.2% | -13.0% | -10.5% |
| 6M | +19.3% | +20.6% | -1.3% | +7.6% |
| YTD | +40.9% | +19.8% | +21.2% | +27.0% |
| 1Y | +54.5% | +24.4% | +30.1% | +36.2% |
| 3Y | +123.4% | +131.2% | -7.8% | +42.1% |
| 5Y | +142.3% | +53.1% | +89.2% | +86.3% |
| All | +651.5% | +279.5% | +372.0% | +275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling