+47.7%
ADI vs ACWI
+21.5%
+26.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +1.0% |
| 7D | +2.4% | +1.1% | +1.4% | +0.7% |
| 30D | -6.6% | -0.2% | -6.4% | -6.3% |
| 3M | -9.8% | +4.7% | -14.5% | -15.4% |
| 6M | +15.7% | +14.5% | +1.2% | -3.9% |
| YTD | +35.1% | +14.6% | +20.5% | +11.6% |
| 1Y | +47.7% | +21.4% | +26.3% | +15.8% |
| All | +47.7% | +21.5% | +26.2% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling