+620.2%
ADI vs PTC
+312.5%
+307.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.7% |
| 7D | +9.5% | +0.5% | +9.0% | +9.3% |
| 30D | -1.4% | +1.2% | -2.6% | -1.8% |
| 3M | +4.7% | +27.4% | -22.6% | -7.9% |
| 6M | -7.4% | +39.2% | -46.6% | -23.5% |
| YTD | +48.1% | +12.5% | +35.5% | +34.1% |
| 1Y | +69.6% | +12.3% | +57.4% | +53.7% |
| 3Y | +144.4% | +28.8% | +115.5% | +101.8% |
| 5Y | +134.1% | +60.9% | +73.2% | +70.8% |
| All | +620.2% | +312.5% | +307.7% | +218.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling