+636.2%
ADI vs PTC
+315.4%
+320.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | -6.3% | +1.3% | -7.6% | -6.8% |
| 30D | -3.2% | +1.1% | -4.3% | -3.6% |
| 3M | +2.8% | +30.1% | -27.4% | -10.5% |
| 6M | -5.0% | +34.0% | -39.1% | -20.1% |
| YTD | +46.3% | +12.8% | +33.5% | +32.4% |
| 1Y | +71.6% | +10.7% | +60.9% | +56.6% |
| 3Y | +139.2% | +29.6% | +109.5% | +96.9% |
| 5Y | +136.4% | +63.5% | +72.9% | +71.2% |
| 10Y | +636.2% | +316.7% | +319.5% | +222.4% |
| All | +636.2% | +315.4% | +320.9% | +222.4% |
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