+37,168.6%
ADI vs PNC
+4,053.5%
+33,115.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +2.4% | +2.3% | +0.2% | +1.6% |
| 30D | -6.6% | -3.8% | -2.8% | -5.2% |
| 3M | -9.8% | +7.8% | -17.6% | -12.5% |
| 6M | +15.7% | +19.7% | -4.0% | +7.7% |
| YTD | +35.1% | +19.1% | +16.0% | +25.7% |
| 1Y | +47.7% | +23.1% | +24.6% | +35.6% |
| 3Y | +114.5% | +132.1% | -17.7% | +54.8% |
| 5Y | +141.2% | +52.2% | +89.0% | +101.1% |
| 10Y | +611.3% | +271.4% | +339.9% | +316.9% |
| All | +37,168.6% | +4,053.5% | +33,115.1% | +6,419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling