+79.3%
ADI vs PPG
+38.5%
+40.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.0% | -8.2% | -5.2% |
| 7D | -5.1% | +7.5% | -12.6% | -8.1% |
| 30D | -3.1% | +20.9% | -24.0% | -11.1% |
| 3M | +7.1% | +8.7% | -1.6% | +3.1% |
| 6M | +2.9% | +23.8% | -20.9% | -8.1% |
| YTD | +51.1% | +26.5% | +24.6% | +29.4% |
| 1Y | +79.3% | +37.6% | +41.7% | +43.8% |
| All | +79.3% | +38.5% | +40.9% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 1y: compounded portfolio wealth divided by compounded PPG 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…
1y analysis · Full analysis span regression · 6 months rolling