+71.6%
ADI vs PTC
+10.9%
+60.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.3% |
| 7D | -6.3% | +1.3% | -7.6% | -6.2% |
| 30D | -3.2% | +1.1% | -4.3% | -3.1% |
| 3M | +2.8% | +30.1% | -27.4% | +5.0% |
| 6M | -5.0% | +34.0% | -39.1% | +0.5% |
| YTD | +46.3% | +12.8% | +33.5% | +63.4% |
| 1Y | +71.6% | +10.7% | +60.9% | +93.6% |
| All | +71.6% | +10.9% | +60.7% | +93.6% |
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