+620.2%
ADI vs ACWI
+224.5%
+395.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | +9.5% | +2.4% | +7.0% | +6.0% |
| 30D | -1.4% | -1.7% | +0.3% | +1.7% |
| 3M | +4.7% | -3.9% | +8.7% | +11.7% |
| 6M | -7.4% | +0.8% | -8.2% | -7.1% |
| YTD | +48.1% | +11.0% | +37.0% | +29.9% |
| 1Y | +69.6% | +13.1% | +56.6% | +45.3% |
| 3Y | +144.4% | +73.9% | +70.5% | +19.5% |
| 5Y | +134.1% | +59.0% | +75.1% | +31.3% |
| All | +620.2% | +224.5% | +395.7% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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