+79.3%
ADI vs PTC
+0.1%
+79.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.2% |
| 7D | -5.1% | +0.1% | -5.3% | -5.1% |
| 30D | -3.1% | +1.5% | -4.6% | -3.0% |
| 3M | +7.1% | +37.8% | -30.6% | +10.4% |
| 6M | +2.9% | +41.2% | -38.3% | +8.2% |
| YTD | +51.1% | +12.0% | +39.1% | +65.9% |
| 1Y | +79.3% | +1.6% | +77.7% | +103.7% |
| All | +79.3% | +0.1% | +79.2% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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